Lifetime Gifting Tax Toolkits

Our Lifetime Gifting tax toolkits offer professional intermediaries an indispensable guide to spotting issues and opportunities around lifetime gifting in England and Wales.

They will help you:

  • Identify issues early – before your client acts

  • Ask better questions
  • Spot when a more detailed review might be needed
  • Know when to get specialist tax input
  • Give your clients a better service
  • Reduce the level of risk for your business
tax training resources - Lifetime Gifting

Need help choosing the right toolkit?

Why get a Lifetime Gifting tax toolkit?

Your clients might see lifetime gifting as simple and trouble-free. They may want to help their children with a house deposit, transfer a rental property, pass shares to the next generation, make regular payments to grandchildren or reduce the value of their estate.

But a lifetime gift may trigger tax risk, such as inheritance tax, capital gains tax and retained benefit.

These toolkits will show you how to identify areas you should think about in more detail, either in-house with your own teams or by referring more complex cases to tax specialists.

The content doesn’t replace transaction-specific advice. But it will give you confidence you’re giving your clients the best possible service, which in turn will strengthen your relationship with those customers.

By getting a toolkit, you’ll be able to:

  • Spot when a client’s gift may create tax issues
  • Tell the difference between simple cash gifts and higher-risk asset gifts
  • Ask the right first questions
  • Identify when specific taxes, trusts or retained benefit may be relevant
  • Record issues safely on file
  • Use referral wording before the client acts
  • Turn casual gift conversations into structured advisory work

Who is it for?

The content is an essential source of information for a range of professional intermediaries, including:

  • Accountants
  • Private client solicitors
  • Financial planners
  • Probate practitioners
  • Owner-managed business advisers
  • Tax managers
  • Paraplanners
  • Estate planning teams
  • General practice firms supporting private clients and family businesses

What the full toolkit includes

The complete toolkit will give you everything you need to help prevent you and your clients from getting tripped up by lifetime gifting issues. And that means you’ll reduce your risk of HMRC scrutiny and unforeseen extra costs.

Get the full Lifetime Gifting bundle and you’ll receive a bumper package that includes:

  • Practical Tax Guide for Intermediaries
  • Spotting Tax Red Flags webinar – with slides
  • Client Conversation Checklist
  • Client Discovery Questionnaire
  • Client Handout – Plain English Guide
  • Referral Trigger Matrix
  • Case Study Pack
  • Template Follow-up Emails and Letters
  • Implementation Checklist
  • Practical Guide for Business Owners

All the above for just £95 plus VAT.

Tailored bundles

If you’re looking for content targeted at your type of business, we offer full bundles – plus extra content tailored for specific intermediaries, i.e:

  • Accountants
  • Solicitors
  • Financial planners
  • Executors

These packages include the Lifetime Gifting: full toolkit, plus:

  • An intermediary-specific guide – with implementation prompts and referral wording

Get a Lifetime Gifting: tailored bundle for just £149 plus VAT (launch price £129 plus VAT)

Choose your Lifetime Gifting toolkit