Harper Sheldon Limited

Estate Planning

  • Discreet estate planning service for peace of mind
  • Assistance with will drafting and review
  • Optimisation of tax opportunities and lifetime transfers
  • Arrangement of life assurance to cover potential inheritance tax liabilities

Personal Tax Management

  • Expert advice on Capital Taxes, Inheritance Tax, Trusts, and remuneration planning
  • Efficient processing of personal and partnership tax returns
  • Mitigation of tax liabilities through strategic planning

Retirement Strategies

  • Tailored retirement planning to maintain your standard of living
  • Consideration of exit strategies for business owners
  • Assessment of pension provision and optimisation of allowances
  • Advice on savings, investments, life assurance, and long-term care planning

Self-Assessment Assistance

  • Handling of complex tax returns to ensure accuracy and timeliness
  • Computations, completion, and advice to minimise tax liability
  • Acting as your agent and representing you in HM Revenue and Customs dealings

Trusts & Executorships

  • Advice on tax-efficient trusts and setup services
  • Accounting services for trusts and preparation of wills
  • Acting as trustees or executors as needed for your peace of mind

Begin planning your financial future today by reaching out to us for a preliminary review of your estate and tax situation.

Contact Us

Harper Sheldon
Midway House, Staverton Technology Park, Herrick Way
Staverton
Gloucestershire
GL51 6TQ

01242 513232

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www.harpersheldon.com

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