The 350th edition of our Active Practice Updates – Spotlight on: Tax-efficient giving, is available to download here
Areas covered in this edition include:
- Understanding the basics of tax-efficient gift-giving
- Annual gift allowances
- Exempted gifts
- Potentially exempt transfers (PETs)
- Regular gifts from surplus income
- Gifts for weddings and civil partnerships
- The role of trusts in tax-efficient gifting
If you would like a paper based version of future editions sent to you then please contact us to let us know, and of course if any of the issues in this edition raise any concerns with you then we’d like to hear from you so please contact us.