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Personal finance

Avoid these tax traps – getting a head start on gifting rules and inheritance tax

Don't fall into the common traps around gifting. Here we look at some tips to gift effectively.

Important information - This article isn’t personal advice. If you’re not sure whether an investment is right for you please seek advice. If you choose to invest the value of your investment will rise and fall, so you could get back less than you put in.

This article is more than 6 months old

It was correct at the time of publishing. Our views and any references to tax, investment, and pension rules may have changed since then.

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Written by
Laura Burridge
Laura Burridge
Client Initiatives and Trading Lead

Laura specialises in all things financial planning with over 6 years' experience. She covers a wide range of topics, including top tips for inheritance tax planning, retirement and growing wealth.

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Article history
Published: 4th September 2023