Understand your estate
Do you know the value of your estate and how much inheritance tax could be due when you die?
Save Inheritance Tax
We will help you to structure your affairs in the most tax efficient way.
Plan for their future
Maximise your loved ones' inheritance to minimise the stress of it being taxed away.
Providing Inheritance Tax solutions for decades
Providing tax advice has been in the DNA of our business since 1890. For generations since, we’ve been that safe pair of hands helping our clients to create, manage and preserve their wealth. With the help of our expert advice, we can ensure that your wealth is distributed exactly as you planned.
A specialised team
Our team of tax and legally qualified advisers can structure Wills and Trusts as part of your overall Inheritance Tax solution, without the need for a separate Independent Financial Adviser, lawyer and tax adviser.
Unique solutions
Our multidisciplinary approach allows us to often bring solutions to clients which might not have been previously considered. In our experience, Inheritance Tax planning is often part of a wider tax mitigation exercise.
Shorts 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 will not reoccur.
Martin and Melanie Southwell, Directors of Direct Track Solutions Limited
What we do best
Pension and retirement planning
Our pensions solutions are as individual as you are.
Explore our Pensions
Expert advice since 1890
Our experience in wealth management is extensive, with over a century of helping people make the most of their money.
Award Winning Advice
Recognised for providing marketing-leading advice.
