Christmas Gifting & Inheritance Tax Planning
Join Graeme Black, Partner and Kayleigh Hill, Apprentice Solicitor from our Private Wealth and Inheritance Team for our webinar ‘Christmas Gifting and Inheritance Planning’
The festive season is traditionally a time of gifting, but what are the benefits of doing so, what should you consider, and will the gifts be effective for Inheritance Tax saving, if that is the intention? With Inheritance Tax set to generate over £9.5 billion for the Treasury this financial year, we see an upturn in the desire to make gifts in order to save Inheritance Tax on death.
We will cover the following topics:
- Annual gifting exemptions
- The seven-year rule, and might it change in the budget?
- Gifts out of excess income.
- How much should I give?
- Is Christmas a good time to make gifts for Inheritance Tax purposes?
- Is gifting the best option?
Reserve your spot and explore how thoughtful Christmas gifting can support your inheritance planning goals, reduce future tax liabilities, and make the festive season even more meaningful.