Giving While Living: A Practical Guide to Lifetime Gifting and Inheritance

Pass on wealth with confidence. Learn how to make effective lifetime gifts, minimise inheritance tax, and avoid costly mistakes. Many people wish to pass on wealth to their loved ones during their lifetime, but without proper planning, gifts can have unexpected inheritance tax consequences. Join us for this informative webinar as we explore the key rules surrounding lifetime gifting and inheritance tax planning, helping you understand how to make tax-efficient gifts and avoid common mistakes that could undermine your intentions. During this session we will cover: What constitutes a lifetime gift. The exemptions available. The seven-year rule and Potentially Exempt Transfers. Common pitfalls that can undo planning. Practical steps to ensure gifts are effective and properly documented. Whether you are looking to support family members, reduce the potential inheritance tax burden on your estate, or simply gain a better understanding of the rules, this webinar will provide practical guidance and actionable insights.