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UK: Lifetime gifts and Inheritance tax planning

www.penningtons.co.uk/news-publications/latest-news/2018/lifetime-giving-and-inheritance-tax-income-options/

Click to access Lifetime_Gifts__Inheritance_Tax_Planning.pdf

www.kingsleynapley.co.uk/insights/blogs/private-client-law-blog/inheritance-tax-cash-gifts-not-just-for-christmas
bit.ly/2GzevKa
www.kingsleynapley.co.uk/insights/blogs/private-client-law-blog/inheritance-tax-why-do-so-many-fall-into-the-gift-with-reservation-of-benefit-trap#page=1
www.mwe.com/insights/lifetime-gifting-in-the-united-kingdom-opportunities-and-clarifications/
bit.ly/2LavxwX
bit.ly/3jxB2pl
insights.teacherstern.com/post/102gtaj/gifting-a-great-way-of-reducing-the-value-of-your-estate-but-make-sure-you-cons
www.tltsolicitors.com/insights-and-events/insight/inheritance-tax-the-importance-of-planning-and-record-keeping/
www.bhptax.law/post/gifting-property-to-the-children
trailer.web-view.net/Show/0XE431C22AAA67948F18388C95920DD1AFDEE84DA27C924EE250AE017C29CA5D8D552835B8FF6C759D.htm

Lifetime Giving: US/UK giving

People gifting property need to be careful not to fall into IHT trap

Can I give my home to my children (and still live in it)?

Can I gift my holiday home or rental property to my children

Assets in the UK or are you from the UK? Inheritance tax and succession planning tips


brodies.com/insights/personal-tax-planning-and-compliance/estate-planning-when-does-the-7-year-rule-become-the-14-year-rule/
www.charlesrussellspeechlys.com/en/news-and-insights/insights/private-client/2023/key-uk-inheritance-tax-considerations-in-relation-to-gifting/
Wills and Inheritance Tax Planning in the Age of Stealth Taxes, John Bunker (passle.net)
Top Inheritance Tax Tips | Shepherd and Wedderburn (shepwedd.com)
How can I protect my assets as I get older? | Shepherd and Wedderburn (shepwedd.com)

IHT gifts – 7 year limit

See also:

What gifting options do non-domiciliaries have?


shepwedd.com/knowledge/cost-living-crisis-top-tax-saving-tips
brodies.com/insights/elderly-or-vulnerable/family-conflict-ive-gifted-my-house-to-my-child-but-i-want-to-still-live-there-what-are-my-rights/