Family Gifting & Estate Planning
Helping the next generation onto the ladder and planning your legacy.
Family gifts and estate planning can help you use your wealth - including property - to support children and grandchildren onto the property ladder, while planning how your estate will be passed on. We work alongside your solicitor and tax adviser to structure things efficiently.
- Use equity release to gift deposits to family members
- Understand how gifts affect inheritance tax
- Plan the order in which assets are passed on
- Coordinate with your solicitor for wills and trusts