Presented By Integrity365
Did you know that there is a limit to how much of your estate you can give away?
Many people are not aware of the long list of allowances and rules when it comes to gifting assets, which actually takes a lot of careful planning to do so tax efficiently.
We have created a helpful, downloadable PDF on The Rules of Gifting to help guide you through the topic. In this, we have summarised some of the main considerations to be aware of regarding rules, exemptions, taxation and trusts surrounding the topic of gifts.
If you have any questions following this or would like to speak to an Independent Financial Adviser, please do not hesitate to get in touch on 0117 450 1300.
To download your own PDF copy of this guide, please fill out your details below and click ‘submit’.
Presented By Integrity365
