Gifts versus loans – we explain the differences

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.