Gifting, Trusts, and Inheritance Tax Planning
Автор: Life After Work UK
Загружено: 2025-10-02
Просмотров: 186
Описание:
Planning to pass on wealth to your loved ones? In this video, we break down the key rules around gifting allowances, inheritance tax (IHT), and how Trusts can help in protecting your family’s future.
✅ How the annual gift allowance works
✅ The 7-year rule and Potentially Exempt Transfers (PETs)
✅ When gifts are immediately outside your estate
✅ How trusts can help with IHT planning
Whether you’re looking to reduce future inheritance tax or simply make sure your money goes to the right people, this video will give you clarity and confidence.
💡 Tip: Planning early can save your family thousands and keep more wealth in your families hands.
This video is for information only and does not constitute financial advice. Tax treatment depends on individual circumstances and may change in future. Always seek personalised advice from a regulated financial planner before making decisions.
#uktax #financialplanning #earlyretirement #highearners #taxtips #financialadvice #taxplanning #ukpension
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