A little planning can save a lot of tax. Whatever your reason for giving to family or others close to you, having the benefit of expert advice means you can make informed choices best suited to achieving your goals as tax efficiently as possible. 

Our dedicated Private Client team will work closely with you, helping you plan effectively. A well thought out strategy of making lifetime gifts can save significant amounts of inheritance tax in the long run, helping to:

  • reduce the value of your estate for inheritance tax by making best use of statutory exemptions;
  • avoid or manage unexpected tax liabilities (such as capital gains tax on gifts of assets)
  • make appropriate use of trusts and other strategies to address any concerns you have about asset protection in relation to larger gifts and take into account others who may have a ‘claim’ on your estate

It is important to make sure that what you are giving away is genuinely surplus to your lifetime needs. We can work closely with your existing financial adviser or can put you in touch with suitably qualified financial planning experts who can help you to work this out taking into account your short, medium and long terms plans and aspirations.

We will be delighted to arrange an initial no obligation meeting for you with one of the team to discuss your personal planning requirements and how we can help.

RELATED: BANK OF MUM & DAD


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