Specialist Tax Services
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The Oval, 57 New Walk Leicester, LE1 7EA
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0116 233 7707
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info@sharmanfielding.com
Specialist Tax Services
Planning your estate and preparing for retirement are two of the most important steps you can take to safeguard your future and protect your family’s wellbeing. At Sharman Fielding, we provide expert-led tax and estate planning services that help you protect, preserve, and pass on your wealth with confidence. With over 30 years of hands-on experience, our tailored approach ensures that your assets are structured in the most tax-efficient way, your wishes are clearly reflected, and your loved ones benefit from the maximum possible legacy. Whether you’re looking to reduce inheritance tax exposure, prepare for retirement, or pass on a business, we bring sensitivity, discretion, and expertise to every stage of the journey.
We understand that tax planning is not just about minimising liabilities; it’s about creating certainty and peace of mind. Our advice spans the full spectrum of estate and retirement planning, from reviewing wills and lifetime transfers to setting up trusts and arranging life assurance policies. By combining in-depth financial analysis with forward-thinking strategies, we help you strike the right balance between securing your own lifestyle and protecting your legacy for the next generation. Our aim is always to ensure clarity, stability, and long-term value for both you and your family.
By starting early and reviewing plans regularly, you can maximise allowances, avoid unnecessary complications, and adapt to life’s inevitable changes. At Sharman Fielding, we take pride in offering practical, bespoke solutions that grow with you. With our experienced guidance, you can move forward confidently, knowing that your estate and retirement strategies are fully aligned with your personal and financial goals, today and into the future.
Tax Complexity
Compliance Risk
Client Satisfaction
We are Always Ready to Assist Our Clients
MAXIMISING SAVINGS, MINIMISING TAX BURDEN
How It Works & How We Do It
Our process begins with a comprehensive assessment of your estate, financial position, and long-term aspirations. We take the time to understand your personal and family circumstances, identifying potential risks, tax exposures, and gaps in your current arrangements. This evaluation allows us to uncover valuable opportunities for exemptions, reliefs, and strategic planning – ensuring your plan is not only legally sound but also highly tax-efficient. From succession goals to lifestyle considerations, every aspect is factored into creating a plan that reflects both your needs and your values.
With a clear understanding of your circumstances, we move into the strategy stage. Here, we design tailored solutions that may include optimising inter-spouse transfers, establishing trusts, arranging life insurance, or planning for business or agricultural asset transfers. For retirement, this could involve pension reviews, succession planning, or tax-efficient withdrawal strategies. Our aim is to provide you with a flexible framework that adapts as laws change or as your personal and financial situation evolves.
Once agreed, we implement your plan with meticulous care and ongoing support. This might involve drafting or updating wills, liaising with legal partners, or managing the transfer of assets. We also provide regular reviews to ensure your plan remains current and effective, reflecting changes in tax law, family circumstances, or your financial goals. By staying proactive, we help you remain in control, ensuring that your wishes are honoured and your wealth is safeguarded for the future.
“Effective tax planning is more than compliance – it’s strategy. At Sharman Fielding, we help you save today while preparing wisely for tomorrow.”
Business Planning & Strategy
For business owners, estate and retirement planning requires an added layer of expertise. At Sharman Fielding, we specialise in succession and business exit strategies that protect both your company and your personal wealth. Whether you’re preparing to sell, transfer ownership, or pass the business on to the next generation, we create bespoke plans that maximise tax efficiency while ensuring business continuity. By aligning your business strategy with your personal estate planning goals, we help you achieve a seamless transition that benefits you, your family, and your business.
Our support goes beyond simple tax planning. We provide holistic advice covering pensions, long-term care, insurance, and investment strategies, ensuring your financial security extends well into retirement. For business leaders, this also means structuring transfers to optimise reliefs, protect value, and reduce liabilities. By balancing business goals with personal objectives, we help you retain control and clarity, while positioning your assets to work effectively for your future.
Ultimately, business and personal wealth are interconnected – and so is our advice. By combining estate, tax, and retirement planning into one forward-thinking strategy, we give you the confidence to plan, protect, and prosper. Our discreet, expert-led approach ensures you’re fully prepared, so you can focus on what matters most: living well today and securing your legacy for tomorrow.