Gifts versus loans – we explain the differences

10th January 2023

Laura Banks, Partner in our Private Client team, presents this guide on the difference between leaving gifts and loans. In this video she discusses:

  • When should I make a gift verses a loan?
  • What are the differences?
  • Why you will need a loan agreement
  • Advantages of a loan
  • Impact of inheritance tax.

For more information on our Private Client services, and to contact a member of the team, please click here.

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