Lifetime Gifts & IHT
ยฃ150.00
Our double-sided A4 factsheet, customised with your logo and contact details, explains the current rules and allowances in an easy-to-understand way for your client.
Description
Written by Sally Jackson (Chartered Financial Planner), this factsheet answers your clients’ FAQs about what gifts (PETs) they can make, the seven-year rule, exempt gifts, allowances and more. This factsheet will save you time and enable you to give added value to your clients who are seeking information.
As with all factsheets, this will be branded with your logo and contact details to make you look the expert.