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
GL51 6TQ

01242 513232

This email address is being protected from spambots. You need JavaScript enabled to view it.



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