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.


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Copyright information

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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