Martin and Melanie Southwell

Their knowledge and expertise quickly identified a suitable solution.

Martin and Melanie Southwell, Directors of Direct Track Solutions Limited

We have trusted Shorts for many years to look after our affairs, so when we decided to purchase new business premises through our pension scheme we had no hesitation contacting them for advice.   Firstly, they undertook a thorough review of our personal and business interests and whilst doing so, identified where our business success was also potentially jeopardising our IHT position.  Shorts’ knowledge and expertise quickly identified a suitable solution and provided confidence that similar problems with not reoccur.

Services:

  • Property purchase through pension scheme
  • Share reorganisation
  • Education fees planning
  • Wills and trusts