Estate Planning

Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.


The legislation that governs passing on your estate to your chosen beneficiaries requires you to plan well in advance. Since none of us knows when we shall die, this means making the necessary provisions now.


The earlier you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available and thereby maximising the amount that goes to your beneficiaries. Nothing is more demoralising than the thought that a substantial slice of the wealth you have worked hard to accumulate will end up in the Government's coffers!


It is equally important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years. Striking this balance calls for considerable skill and foresight - and a detailed knowledge of the tax regime.


We provide a discreet estate planning service that includes:

•    help with drawing up and reviewing your will
•    making full use of exemptions and lower tax rates on lifetime transfers
•    optimising lifetime transfers between spouses
•    transferring agricultural or business property
•    transferring assets into trust
•    arranging adequate life assurance to cover potential inheritance tax liabilities.

We strongly advise you to begin your estate planning right away by contacting us for a preliminary review.

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Latest News

Information Commissioner’s Office announces new lawful basis interactive guidance tool
23/04/2018 - More...
The Information Commissioner's Office (ICO) has announced that it has produced a lawful basis interactive guidance tool

Tax Diary May/June 2018
18/04/2018 - More...
1 May 2018 - Due date for corporation tax due for the year ended 30 July 2017. 19 May 2018 - PAYE and NIC deductions

Renewing tax credit claims
17/04/2018 - More...
Families and individuals that receive tax credits should ensure that they renew their tax credit claims by 31 July 2018.

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Our Address

Sterlings Ltd
Chartered Accountants
Lawford House,
Albert Place,
London N3 1QA

 

Company Registration No: 1357789
Registered in England and Wales
VAT No: 802 8138 49

Contact Us

tel: 020 8343 2255
e fax: 0871 474 2696
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Why Choose Us

Our Number

In the world of accountancy these are the only numbers you need -
020 8343 2255