• Our Services
    • Pension and Retirement Planning
    • Investment and Wealth Management
    • Ethical Investments
    • Tax and Estate Planning
    • Protection
    • Visit the Shorts Chartered Accountants website
  • About
    • About
    • Team
  • Case Studies
  • News
  • Contact
  • Careers

News

Viewing:
Tax and Estate Planning
  • All News
  • Ethical Investments
  • Financial Planning
  • Investments and Wealth Management
  • Pension and Retirement Planning
  • Tax and Estate Planning
  • Wealth Management

4th May 2022

Counting the cost of the frozen tax landscape

The cost of living squeeze looks likely to be further constricted from April as rising taxes bite. How can you plan for the effect?

Read more
clock

31st January 2022

Set the clock for year-end planning

There will be no Budget in spring 2022, leaving the path clear for your year-end tax planning.

Read more
social care levy

25th January 2022

Social care plans for England: Not all they seem?

The long-awaited details of funding new social care plans for England have been released – with associated UK-wide tax rises.

Read more

8th October 2021

Important Changes for the Self-Employed

It was a busy summer for government announcements for the self-employed. Important tax changes are worth bearing in mind for the future.

Read more

9th September 2021

The Future of Inheritance Tax

Most over 55s have no idea whether there might be inheritance tax (IHT) to pay on their estate — or what the liability might be. With change on its way, understanding IHT may be more important now than ever.

Read more

22nd July 2021

The Rise of Second Homes

The number of people purchasing second properties in the UK has boomed according to government figures, with the total number of second homes rising 30% over the past five years.

Read more

15th July 2021

Coming in from the cold: Tax Planning for families

The freezing of many tax thresholds and allowances has increased the importance of family tax planning.

Read more

15th February 2021

Will the UK Introduce a Wealth Tax?

The UK budget deficit is currently forecast as £394 billion for 2020/2021. A deficit of some degree is entirely normal, but to put this in context, the 2019/2020 deficit was £56 billion. This suggests that the Covid19 pandemic has cost the UK...

Read more

24th November 2020

5 Errors to Avoid When Creating Your Estate Plan

When most people think about a financial plan, they think about pensions, investments and achieving their lifetime goals. Estate planning is often a lower priority, which is understandable. After all, no one wants to think about what will happen...

Read more

1st May 2020

The COVID-19 pandemic

The spread of COVID-19 has changed the outlook for everyone. It’s a worrying time for everyone looking to safeguard livelihoods and financial futures.

Read more

26th March 2020

Our offices may be closed, but you can still contact us

In what continue to be challenging, unique and unprecedented times our offices are now both closed following Monday evening's announcement by the Prime Minister.   Our team are now working almost entirely from home to support our clients

Read more

18th March 2020

Covid-19 and our services

In light of the latest advice issued by the government on Monday 16th March, we have issued the following statement:

Read more
« Older

Begin your journey with us today.

Drop us a line to see how we can help optimise your wealth.

  • Get in touch.
Services
  • Pension and Retirement Planning
  • Investment and Wealth Management
  • Tax and Estate Planning
  • Protection
  • Visit the Shorts Chartered Accountants website
Locations

Chesterfield
2 Ashgate Road,
Chesterfield,
S40 4AA
Directions

T: 01246 559955
F: 01246 209484
E: [email protected]

Sheffield
Cedar House,
63 Napier Street,
Sheffield, S11 8HA (S11 8HN for SatNav users)
Directions

T: 0114 2671617
E: [email protected]

Social
  • Privacy
  • Cookies

Site by Vivid
© Copyright Shorts 2022

Copyright 2018 Shorts – Chartered Financial Planners. All Rights Reserved. Data Protection Policy. Privacy Policy. ICO Cookies Policy. Website build by Vivid.

Shorts is a trading name of Shorts Financial Services LLP.

Shorts Financial Services LLP is authorised and regulated by the Financial Conduct Authority.

Registered office: 2 Ashgate Road, Chesterfield, Derbyshire, S40 4AA. Registered number OC307023. Registered in England and Wales. Shorts Financial Services LLP is a Limited Liability Partnership.

The Financial Conduct Authority does not regulate taxation advice, some forms of auto-enrolment, commercial finance advice, estate planning, will writing and trust advice. Levels and bases of, and relief from taxation are subject to change and their value depends on the individual circumstances of the investor. If you wish to register a complaint, please write to us at the address above in the first instance. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS). You can find out how by visiting www.financial-ombudsman.org.uk, or by calling 0800 023 4567.

The advice and/or guidance contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.