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Estate Planning

Estate Planning

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

Let's talk today

Get in Touch

Office 1: 109 Coleman Road, Leicester, LE5 4LE
Office 2: 1A Salisbury Road, Leicester, LE1 7QR
Office 3: 85 Tottenham Court Road, London, W1T 4TQ
Phone: 0116 246 4152
Fax: 0116 276 8452

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