FAQs
Here are our frequently asked questions about our Lifetime Gifting tax toolkits.
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Or if you have other questions, drop us a message or call 07813 434195.
Which Lifetime Gifting package should I choose?
That depends on how you plan to use the material:
- Choose the intermediary-specific PDF if you want a practical issue-spotting guide tailored to your profession. BUY NOW
- Choose the webinar if you prefer a recorded introduction to the main tax traps and referral points. BUY NOW
- Choose the webinar with slides and CPD note if you also want the presentation slides and supporting wording for your professional learning record. BUY NOW
- Choose the full toolkit if you want the complete set of practical guides, checklists, questionnaires, templates and training materials. BUY NOW
- Choose a tailored bundle if you want the complete toolkit plus extra content for accountants, solicitors, financial planners or executors. BUY NOW
- Choose the master bundle if your business has a mixed team and needs all the intermediary-specific versions. BUY NOW
- Choose a firm licence if more than one person in your organisation will use the materials. BUY NOW
Who are the toolkits for?
The toolkits have been created for professional intermediaries who may encounter lifetime gifting issues when working with clients.
This includes accountants, private client solicitors, financial planners, probate practitioners, executors, paraplanners, tax managers, estate planning teams and advisers working with owner-managed businesses.
You don’t need to be a tax specialist. The materials are designed to help you spot potential issues, ask better questions and recognise when specialist advice may be needed.
Will the toolkit give me transaction-specific tax advice?
No. The toolkit is for tax awareness, training and issue-spotting purposes. It doesn’t replace advice based on your client’s particular circumstances.
It will help you identify areas that may need further consideration, either within your own firm or through referral to a tax specialist.
What format are the materials supplied in?
The toolkit materials are supplied digitally. Depending on the package you choose, this may include guides, checklists, questionnaires, templates, webinar recordings, slides and CPD support.
Your order confirmation will explain how to access the materials included in your purchase.
How long is the webinar?
The recorded webinar lasts around 45–60 minutes. It explains the main lifetime gifting tax traps, the questions professional intermediaries should ask and the circumstances in which specialist input may be needed.
Can the training support my CPD?
The webinar with slides and CPD note includes supporting wording you can use in your professional learning record.
Whether an activity qualifies as CPD will ultimately depend on the requirements of your professional body and your own learning goals.
Can I share the materials with my colleagues?
Products bought for individual use shouldn’t be circulated throughout a firm. If several people in your organisation will use the materials, please select the right firm licence.
The number of users covered will depend on the firm licence option chosen at checkout.
Can I give any of the materials to my clients?
Some packages include resources specifically created for use with clients, such as the plain-English client guide, discovery questionnaire and follow-up templates.
The remaining materials are intended for your own professional or internal business use and shouldn’t be copied, resold or distributed more widely.
How current is the tax information?
The materials reflect the tax rules and guidance applying on the date given in the relevant document or recording.
Tax rules can change, so you should check the current position and get transaction-specific advice where appropriate before your client acts.
Are the prices inclusive of VAT?
The prices shown on the website are exclusive of VAT. VAT will be added at the applicable rate during checkout.
What happens after I place my order?
Once your order has been completed, you’ll receive confirmation and instructions explaining how you can access the digital materials included in your package.
Please keep the confirmation email for your records.
