Private Client Webinar Series – Lifetime gifts: Mistakes and Misconceptions
Clarke Willmott LLP is delighted to invite you to its next Private Client Series webinar which is taking place on Thursday 25 September 2025 at 12:00pm.
In this session we will be joined by Tom Chiffers, Samantha Neagle and Henry Garden from our Private Capital team.
Samantha will address some of the common mistakes made by individuals when making gifts as part of an inheritance tax planning strategy. She will also look at some of the misconceptions surrounding the application of the reliefs available including taper relief, gifts out of income and where gifts fail to be effective because of the gift with reservation of benefit rules.
Henry will set out the issues to consider when making gifts into trusts such as the dangers of exceeding the nil rate band, the ongoing administrative responsibilities of the trustees and the personal tax impact of settlor interested trusts.
