Tax & EstatePlanning

Effective tax and estate planning shields your assets from undue tax burdens and helps ensure the financial well-being of your family for years to come.

Estate planning ensures that your wealth is distributed in accordance with your wishes and avoids unnecessary tax burdens or legal complications.

 

There is also a deeply emotional component to tax and estate planning, which the Shorts team understands thanks to decades of helping people like you.

Our team provides a clear roadmap to shape your financial legacy, offering peace of mind, security and comfort for you and your family.

 

Investing funds held in trust

Our team can help you effectively invest funds held in trust or designated for gifting into a trust while maintaining control over when beneficiaries can access these assets. We can help you at every stage of this process, including the following areas:

  • selecting the correct trust structure for your goals
  • appointing the right trustees
  • funding the trust
  • creating a well-defined investment strategy
  • deciding upon beneficiary access
  • implementing tax efficient strategies to minimise the impact of tax on the trust’s returns

The Financial Conduct Authority does not regulate tax and estate planning, cashflow modelling or will-writing.

The Shorts client journey

More Services

  • Whole-of-life Insurance
  • Inheritance Tax
  • Wills and Estates

Whole-of-life Insurance
Protection

Whole-of-life protection, also known as “whole life insurance”, provides invaluable protection for your entire lifetime. Unlike term Life Insurance, which only covers a specific timeframe , whole-of-life protection ensures your protection stays in place for as long as you live and continue to pay premiums.
An essential function of your whole-of-life protection is financing Inheritance Tax (IHT) liabilities. Providing the plan is held within a suitable trust arrangement, the lump sum paid out upon your death can be used to settle any tax obligations without inflating the value of your estate– so more of your wealth can go to your family rather than being lost in tax.

Inheritance Tax

Inheritance Tax
Planning

Inheritance Tax is often a concern for people with significant wealth and assets. Shorts will help you preserve your wealth for future generations.
We do this by establishing a deep understanding of both your current financial position and your long-term aspirations. From this, we create a personalised strategy to manage and protect your estate whilst also providing sufficient capital upon which to live comfortably.

Wills and Estates

Wills and Estates
Planning

We work closely with the Shorts Private Client team, whose deep understanding of the legal, financial and tax aspects of Wills means they can prepare a bespoke Will that meets your wishes. The Shorts Private Client team can review this at regular intervals to ensure it always remains up-to-date in line with best practices
Many of our clients also benefit from appointing our trust company, Short Trustees Limited, as an Executor and Trustee, particularly where we have a long-standing relationship with a client or their business.
Private Client Team

Whole-of-life Insurance

OUR WEALTH MANAGEMENT SPECIALISTS

A team you can trust

Simon Hollin

Partner
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Robert Sully

Senior Financial Adviser
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Ryan Qualters

Senior Financial Adviser
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Joseph Tighe

Financial Adviser
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If you would like to book a consultation with our team of qualified independent financial advisers, get in touch today using the form below.

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