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Passing wealth on to your family should be simple, but gifting is one area where many people accidentally fall foul of HMRC’s rules. Done well, gifting can reduce future inheritance tax. Done badly, it can lead to unexpected tax bills and costly mistakes.
This guide breaks down the key rules in plain English, including how the seven-year rule really works, what HMRC looks for when assessing gifts, and the common traps that catch families out every year.
If you want to pass on more of your wealth while staying firmly within the rules, this is an essential read.
