Lifetime Gifts

Lifetime Gifts

At some point in your life you are more than likely to need advice on Inheritance Tax or Capital Gains Tax Planning.

We can provide you with the advice that you will need and help you to prepare a strategy to try and secure your hard earned assets for your future generations.

We can advise on the various methods of making lifetime gifts.  Such gifts will reduce the size of your estate and limit your Inheritance Tax liability.   These gifts may be absolute gifts to family members or into a trust.   We can offer you our knowledge and expertise of the exemptions available to limit your liability.

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Testimonials

"The ease that we could access and speak to Pat Smith - Thank you"

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"Prompt, helpful, polite and very professional service"

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"I have used Tracey Laflin at Gotelee on a number of occasions and in my opinion, she is simply the most efficient conveyancing solicitor I have ever worked with. From the outset, she took the time to understand my specific business requirements and to date, she has exceeded all of my expectations."

- Dale Fiddy - Portobello Developments Ltd

"“ This is the second time we have used Tracey for the conveyancing to buy our new home. She is always completely approachable, she has helped us along the way with advice and useful tips that has helped lessen the stress. We have complete confidence in her and would not hesitate to recommend her to our friends and family”.  - Peter Dawes, Cater Dawes Financial Planning "

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"I don't think this house sale would have pulled together without Jo's determination and expertise. Excellent!"

- MT

"Jade made the process of buying our first home quick, easy and took the stress out of a new chapter of our lives"

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"Domini was very fast and efficient in carrying out her work for me - she was also very good at explaining things to me"

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"We were very pleased to have Jade as our solicitor, the service was excellent and we felt kept in the loop which minimised stress"

- CT

"Approachable, very efficient, always willing to take my calls and update me."

- SH

"Jade Shelton was absolutely fantastic!! Professional and proactive at all times."

- JH

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