Wills, Trusts and Estates

By safeguarding assets for the long-term and structuring of Wills and trusts tax efficiently, we can meet your objectives.

Whether or not you consider yourself to be wealthy, it is important to make a Will.

If you were to die without one, the distribution of your estate will be determined by law, and this may not be in accordance with your wishes.  For example, an unmarried partner has no automatic entitlement, and wider family, friends or charities will not inherit.

How Shorts can help

Shorts has an experienced team of tax and legally qualified advisers, who are dedicated to looking after your personal and business interests. By safeguarding assets for the long-term and structuring of Wills and Trusts tax efficiently, we can meet your objectives.  And we often bring ideas to the discussion which may not have been previously considered.

Although it might be considered unusual for an accountancy practice to prepare Wills for its clients, we see this as a natural extension to the services we offer our private clients. We gain a deeper understanding of their needs and objectives, often through many years of working together.  This allows us to provide the most appropriate Will for their circumstances, and then to review it at appropriate intervals.

We also prepare Lasting Powers of Attorney which can cover both financial and health/welfare aspects. For our clients with business interests, we can also advise how LPAs can be used in the commercial environment.