By discussing your personal circumstances, you can feel confident you’ve chosen the right approach and that everything is recorded correctly. If you’d like to explore this further, your adviser can spend time in your next meeting helping you build a gifting strategy.
Gift it - IHT By Numbers
Gifting to loved ones can be emotionally rewarding while also helping to reduce your inheritance tax liability.
What are your options for gifting?
Annual allowances
A range of HMRC allowances can help you reduce the value of your estate straight away.
Lump sums
Making lump sum gifts can significantly reduce the value of your estate over time.
Trust planning
Similar to making lump sum gifts but can help retain an element of contol over the gift.
Surplus income
If you regularly have surplus income, gifting some of it could reduce your inheritance tax liability immediately.
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