Audit
Services

An audit is not just a box-checking exercise, but a real strategic business opportunity for companies that choose to use it to its full potential.

Your audit can provide valuable insights into the financial health of the business, identify areas for improvement, and help leaders make better decisions about resource allocation and financial planning.

Thanks to the joined-up ethos of the wider Shorts team, your audit can reveal greater opportunities in areas such as tax planning and compliance, mergers and acquisitions, management accounts, R&D tax reliefs, and even the personal taxes of the company owners.

Business Tax
Compliance & Planning

The Shorts Business Tax team wants to get to know your business and its goals, so we can make tax work to your advantage. Our team is experienced, strategic, and proactive, and our goal is not just to help your business survive and meet compliance, but to help it grow and thrive.

Compliance is crucial, but strategic tax planning can do so much more, both now and for the future.

This is where the Shorts holistic approach to tax comes in. By digging deep to understand your goals, we will present a strategic approach to your business taxes ensuring you can achieve your objectives in a tax efficient manner.

R&D Tax Reliefs
The Radius Team

Robust R&D Tax Relief claims, prepared and maximised by specialists with minimum disruption to you.

Some firms have tax generalists preparing R&D Tax Relief and Patent Box claims. Our team are full-time specialists. This means that we are uniquely equipped to maximise your claims, often using creative solutions in conjunction with our tax and accounting colleagues.

We have detailed quality assurance processes to ensure claims are fully optimised and compliant. All claims are reviewed by an ex-HMRC R&D tax inspector before submission.

Wherever possible, we’ll interview your team and prepare the claim from their answers – they just need to talk to us. Where we do need financial and other information, we’ll try to ask for it all in one go and keep it to a minimum.

VAT
Consultancy & Planning

Every individual, company or partnership is affected by the complex rules of VAT on a daily basis, but VAT remains the least understood of all taxes. Which is why we set up our specialist VAT consultancy and planning department; here to help guide you through the complex maze of VAT legislation.

Our team can help with all areas of VAT from relatively basic issues such as initial registration, the completion and submission of VAT returns and advice on how to correct errors and mistakes, through to more complex issues such as assessments, control visits, cross border transactions and transfers of going concerns.

Corporate Finance
Leading you through change

Leading a business through change can be very challenging and finding the best route to the future you want requires true expertise.

Whether you’re buying, selling, or raising finance for a business, our award-winning Corporate Finance team are with you all the way, bringing strategy, insight, and conviction to get you the results you really want.

We want to get to know your business from the inside out – its history, its culture, its values, finances and, most of all, its goals. This knowledge and understanding helps us go the extra mile to make your ambitions a reality.

Thanks to the relationships we have with finance partners and legal experts, you’ll know there’s a whole team of specialists with you on this journey.

EOT
Employee Ownership Trusts

An Employee Ownership Trust (EOT) enables a company to become owned by its employees. A trust is set up by the existing owners for the benefit of all employees. The trust then becomes the majority owner of the business. Employee ownership is highly beneficial for both selling shareholders and the employees themselves.

Our goal is to help you understand as much as possible about Employee Ownership Trusts, including how they work, how they benefit businesses, and how they can be set up.

Setting up an EOT can be a lengthy, complex, and multi-layered project, with consideration needed for funding and tax arrangements and advice, collaboration with solicitors in preparation of the EOT trust deed, and more.

The Corporate Finance team at Shorts are experts in EOT planning and delivery and have helped numerous clients make the transition to employee ownership.

Private Client
Advisory Services

Our market-leading service gives you a complete and uninterrupted view of your finances – business to personal, one generation to the next, present to future; Our team are specialists in trusts, wills, estate planning and personal tax.

By understanding your business and its goals, as well as your own personal ambitions, we’re in a great position to optimise your finances to create the best possible future.

From managing your tax, pensions and investments to advising on the use of trusts for asset protection, our seamless service delivers because our specialists really listen, understand and work with you to plan for tomorrow.

Wealth Management
Planning & Advice

Shorts are Chartered Financial Planners, one of only a handful of firms in the region to have been awarded this “best in class” status. Achieving Chartered status confirms the most rigorous criteria relating to professional qualifications and ethical good practice has been satisfied.

Wealth Management has been in the DNA of our business since 1890. For generations since, we’ve been that safe pair of hands helping clients to create, manage and preserve their wealth.