Wealth management

Our expert team can ensure that your personal wealth is managed as tax-efficiently as can be.

We are able to advise on methods for extracting profits from your business; remuneration strategies; the making of tax-efficient savings and investments; gifting strategies; planning for your retirement; personal tax planning and much more.

We also understand the importance of having a comprehensive estate and inheritance tax plan in place. As such, our advisers will work with you to devise a plan that will be beneficial to you later on in your working life.

Please contact us for more information.


Quickbooks Certified logo ATT CPAA logo ifa logo Sage One logo
Copyright information

© 2024 Shirley Smith & Co. All rights reserved.

We use cookies on this website, you can find more information about cookies here.

Contact Details

Phone: 01245 322 006

Email: info@shirleysmithco.co.uk

Shirley Smith & Co Ltd, registered as a limited company in England and Wales under company number: 03716958

Address Details

Shirley Smith & Co
11 Chandlers Way
South Woodham Ferrers
Essex
CM3 5TB