Inheritance Tax solutions

Protecting the value of your legacy.

Make sure your loved ones don’t lose out on their inheritance through poor tax planning. We can help you save money and leave them a real head start in life.

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.

Safeguard your legacy today

Get in touch to see how we can help you to protect the value of your legacy.

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

Investments and Wealth Management

To help you create, enjoy and preserve your wealth.

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Pension and retirement planning

Our pensions solutions are as individual as you are.

Explore our Pensions

Safeguard your legacy today

Get in touch to see how we can help you to protect the value of your legacy.

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.

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