Lifetime Gifting Strategies
Making gifts during your lifetime can be an effective way of reducing the value of your estate and supporting future generations, provided the relevant tax rules are considered.
We advise on:
- Annual gift exemptions
- Potentially Exempt Transfers (PETs)
- Lifetime gifting strategies
- Family wealth planning
- Record keeping
- Inheritance Tax implications
- Timing of gifts
- Tax-efficient transfer of assets
