Have you thought about how youâll pass wealth on to those who are important to you? Traditionally, this has been done through inheritance, but itâs becoming more common to gift during your lifetime.
Our latest guide explains why more families are choosing to gift during their lifetime and the pros and cons of each option. Whichever option you decide is right for you, our guide will enable you to fully understand your situation and make sure your wishes are carried out, and will explain everything from writing a will to calculating the long-term impact of gifting.
It can be difficult to think about how youâll pass on wealth to loved ones, but itâs important to set out a plan.
Download Leaving an inheritance vs gifting during your lifetime to discover the steps you should take.
If you have any questions about passing on wealth, please contact us.