Supporting others through lifetime gifting

It can feel good to support others by making lifetime gifts. However, there are times when giving things away can be less than straightforward.

To avoid unintended consequences, you should make sure you fully understand the implications before committing.

If you intend to make a lifetime gift, we can:

  1. advise you on any tax implications that may arise
  2. prepare any documentation necessary to record the gift
  3. help you set out your intentions regarding how the gift should interact with your Will to avoid any later disputes

Please contact us if you need advice today.

Home visits are available in Cheltenham, Gloucester, Tewkesbury, Cirencester and the surrounding villages. Evening and weekend appointments are also available on request.

If you live further afield, we would still be happy to help. Please get in touch today for our online services.