We advise on lifetime gifting as part of your estate planning, helping you pass assets to loved ones in a tax efficient and carefully structured way while ensuring your own financial security is protected.

While many people choose to leave gifts in their Will, it can sometimes be beneficial to make gifts during your lifetime. With careful planning, you may decide to pass part of your estate to loved ones now, allowing you to see the benefit of your support while potentially improving the tax efficiency of your estate.

Before making any lifetime gift, it is important to be certain that you can comfortably afford to part with the asset. There are specific legal and tax rules governing how gifts should be structured, so obtaining professional advice ensures your intentions are carried out effectively and that any available tax advantages are properly secured.

We provide clear, tailored advice to help you make informed decisions about lifetime gifting, ensuring any gifts you choose to make are structured effectively, suit your personal circumstances, and support your wider estate planning goals.

• Assist with planning your estate in a strategic and practical way
• Advise on whether making gifts during your lifetime is appropriate
• Explain the tax and legal implications of any proposed gifts
• Guide you on how gifts should be made, taking into account the needs and circumstances of the recipient