Phone: 0116 246 4152

  Fax: 0116 276 8452

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Watergates can offer Estate planning advice as it is essential to plan well in advance. This means making the necessary provisions now. There are many tax opportunities available and the earlier arrangements are made, the greater the chance of taking full advantage of what can be a very complicated tax planning process.

We can provide you with the following services:

  • Help with drawing up and reviewing a will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimizing lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust
  • Arranging adequate life assurance to cover potential inheritance tax liabilities

Along the way we can help you consider succession planning including where appropriate, maximising business property relief (BPR) and inheritance tax (IHT) considerations.