Wealth Transfer Planning
Moving assets to the next generation is easier to do well while everyone involved can still talk about it.
Transfers can happen during your life or after it, and the two have different consequences for you and for them.
We look at what you can comfortably part with, what receiving it would mean for them, and what the tax position is on each route.
What this covers
What transfer planning weighs
1
Giving now or later
2
What you can part with
3
Effect on the person receiving
4
Tax on each route
More in Estate & Legacy Planning
Talk it through before you decide anything.
Tell us where you are and what you are trying to protect.