Gifting to pass on wealth – getting it right and avoiding the traps

Gifting can be an effective way to pass on wealth but this needs to be done in the right way, at the right time. Please join us for our panel discussion to make sure you understand how to gift effectively.

We will discuss:

• How and when to make gifts
• Tax considerations when passing on wealth
• Gifting and the impact of a future relationship breakdown
• Gifting for those who have lost mental capacity
• Ensuring gifts don’t lead to disputes before or after your death.

Our panel

Kerri Woodrow, Partner and Head of Private Client, Central England

Catherine Ball, Partner, Private Client

Tonina Ashby, Partner, Head of Older and Vulnerable Persons Team

Gina Khera, Legal Director, Dispute Wills, Trusts and Estates

In addition to insightful discussion from our experts, there will be plenty of opportunity for discussion.