Gifting

Featured Insights

Media enquiries should be directed to Kim Mead, Content Manager.

Family Wealth Gifting Inheritance Tax Next Gen Planning

8 min read • Jun 18, 2026

The Great Wealth Transfer: What £5.5–£7 trillion passing between generations means for UK families Kim Mead, Content Manager

Should you gift wealth while living or leave it in your will? Emily Malone

Jan 6, 2026 4 min read

Gifting Property: What to Think About Matthew Boreham APFS, Chartered Financial Planner

Dec 9, 2025 3 min read

Donor-advised funds vs charitable trusts: which works best for your giving goals? Lydia Richmond, Financial Planner

Jun 5, 2025 4 min read

PETs vs CLTs: What You Should Know About Lifetime Gifts And Inheritance Tax

Nov 21, 2024 3 min read

Six Ways To Use Your Money For Good