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Leaving an inheritance vs gifting during your lifetime

£125.00£175.00

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Future guides are included for FREE on our Yardstick Membership packages. Click here to request details.

Your clients might find the timing of gifts difficult. This detailed guide explains why more people are making gifts during their lifetime, the key considerations and the impact of Inheritance Tax.

This guide will help them understand the implications of gifting during their lifetime or after death and dovetails perfectly with the financial planning process.

 

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What happens after you order?
Terms & Conditions

The package includes:

  • The guide rebranded with your corporate colours, logo and contact details
  • If we have previously developed your website, or you take Yardstick Membership from us (our newsletter and blog packages), we will also add the guide to your website

After you have placed your order:

For existing clients:

We will:

  • Contact you if there’s information that we need
  • Produce the guide
  • Send it to you for approval
  • Add it to your website

For new clients:

We will:

  • Contact you to get the information we need
  • Produce the guide
  • Send it to you for approval

We like to keep things as simple as we can, but there are a few things you should know:

  • The guide is yours to use as you wish. There are no restrictions on how or where you can use it.
  • This is an electronic guide. We can provide final print files for an extra cost if you plan to print copies. Please contact us for more information.
  • The price includes reasonable amendments requested by your compliance department.
  • We’ll always do our best to deliver the guide to you as quickly as possible. However, delays sometimes occur. If this is the case, we’ll always keep you fully informed.
  • The guide is a one-off purchase. All information is correct at the time of purchase. Updated versions can be purchased in the future for a significantly discounted price.

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