DIVERSET
Ferrari House
258 Field End Road
Ruislip, Middlesex
HA4 9UU
020 7148 1552
This email address is being protected from spambots. You need JavaScript enabled to view it.

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:

  
•    making full use of exemptions and lower tax rates on lifetime transfers
•    optimising lifetime transfers between spouses
•    consideraton of transferring agricultural or business property
•    consideration of transferring assets into trust

 

We can then introduce you to qualified partners to :


•  help with drawing up and reviewing your will

•  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.

 

Latest News

Newsletter

With our newsletter, you automatically receive our latest news per e-mail and get access to the archive including advanced search options!

» Sign up for the newsletter
» Login

Search Archive


Copyright © 2020 - Diverset

Diverset is the trading name of Diverset Limited, a limited company registered in England and Wales with registration number 03729499, whose registered office is at Ferrari House, 258 Field End Road, Ruislip, Middx, HA4 9UU
Registered to carry on audit work in the UK by the Institute of Chartered Accountants in England & Wales.

AVN is an association of independent accountants helping the UK's owner managed businesses become the most successful and enjoyable to run in the world.

Cookie Policy