Leaving an inheritance versus gifting in your lifetime
Download our guide or book a free consultation to discuss the best solution for you
What will you do? Inheritance is still a popular way to pass on wealth, however, financial gifts are on the rise. Rising property prices mean that children and grandchildren are struggling to save for a deposit to secure a mortgage. As a result, parents and grandparents are providing financial gifts to help them step onto the property ladder But what effect does this have on inheritance tax?
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Download our free guide 'Leaving an inheritance versus gifting in your lifetime' below. This touches on many key areas to distributing wealth including a hybrid approach of gifting and inheritance.
There’s no one-size-fits-all approach to passing on wealth. We would be happy to hear your wishes and goals, as well as your loved one's situation to help you make the decision that is right for you.
We offer a free consultation with one of our wealth management team please use the form on this page or call us on 01628 626333.
