How do I make financial gifts?

25th January 2023

Lisette Macdonald, Senior Associate  in our Private Client team, presents a guide on how to make a financial gift in your will. In this video she discusses:

  • What is a lifetime gift?
  • How much can I give before Inheritance Tax?
  • How many gifts can I give?
  • Why you should keep good financial record

For more information on our private wealth service, and to contact a member of the team, please click here.

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