Gifts

Reduce the amount of Inheritance Tax payable by gifting

Protecting Gifts

How We Can Help...

To reduce the amount of Inheritance Tax payable, you could consider gifting a loved one. 

You might be a parent, wanting to gift your child a house. You could be a grandparent, looking to gift your family with direct cash gifts. You might be a son or daughter, wanting to give regular monetary gifts to help pay towards your parents’ cost of living. Or you could be looking to give a gift to a charitable cause, close to your heart.

Whether it’s money, property or your savings, giving your family or friends a gift while you’re still alive today, will not only provide your loved ones with financial stability but it can help protect your assets when you’re no longer here. 

Our wealth management experts are here to help you better understand gifting, and any rules or exemptions that might impact your financial planning. We want to empower you so that you feel confident in the decisions you make surrounding your wealth and assets.

The information on this website is based on our interpretation of current law and HMRC practice.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Experts in this field

Meet the Team

Book An Appointment

Request a Meeting

The Partner together with St. James's Place plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Not what you were looking for?

View our other services below to find out more...