The Ultimate Guide to Gifting Property
Solve Your Property Gifting Issues… Instantly
- Stop wasting your time going round the internet hunting answers to your property gifting questions
- Avoid generic, unclear or contradictory answers… which are worthless.
- Get perfect, practical solutions specific to your situation.
Save your sanity. Save hundreds of thousands of pounds: get the perfect answer, tailored to your query – quickly and cost-effectively.
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Gift Property Painlessly
Gift Property to Family Easily
Avoid inheritance tax: get answers based on your unique circumstances.
Avoid Inheritance Tax Easily
There are 425 different ways to save inheritance tax. Let’s use them to gift property painlessly.
Keep Your Sanity
Save hours and weeks of fruitless searching: pick the brains of a 30-year estate planning veteran.
Avoid Inheritance Tax Confidently
Get your copy of the ultimate guide to gifting property to a family member
What You Can Expect
Solutions Specific to You
Your family and your financial situation are unique, so, solutions to on gifting property to a family member should be unique to you.
The solution to every problem depends on its circumstances – the answers to your property gifting and inheritance tax planning questions are only any use if they are based on your circumstances, your aspirations and your intentions.
Therefore, we’ll start with a blank sheet of paper.
In your advice session, we’ll discuss your aspirations for your estate and I outline how you could apply the exemptions, rules, allowances and principles to meet your aspirations for your family’s future financial wellbeing by keeping your inheritance tax bill to as near zero as possible. And, I shall help you understand how the evil of inheritance tax turns a Rolls Royce to a Mini.
And how to keep this evil away from your family.
Clear Understanding of Your Options
Your advice session will leave you with a clear understanding of the philosophies and principles of estate planning, inheritance tax planning and estate administration. Most importantly we’ll talk about the rules that surround signing over property to children.
You’ll understand how these principles affect your family. Your advice session will leave you with knowledge of the tools you can use to keep your assets safe from HMRC.
You’ll master how to:
- Use trusts – including life interests trusts, interest-in-possession and discretionary trusts – to keep your money and other assets in the family
- Transfer or give assets before your death to avoid tax (and know the benefits and potential pitfalls of doing this)
- Create a plan provides confidence and security that your money would stay in your family forever.
Clear report of your session
A report, in crisp clear language that spells out the detail of our advice session, with all your options outlined, and recommendations for the best way to achieve your desired objective.
You’d get a statement explaining the consequence of each of your options, and where applicable, the cost of each option.
Fixed Fee Advice
Fixed fee advice – less than half the cost of your phone. No gimmicks. No nasty surprises.
Money-Back-Guarantee
Money-back guarantee. If you’re not satisfied with your advice session and the recommendations to help gift property tax-efficiently, to keep your money in your family, I’ll return your money in full. No questions asked.
The Ultimate Guide to Inheritance Tax
Get your free copy of the ultimate guide to gifting property to a family member.
