Guide to Gifting
Guide to Gifting
Download our free Guide to Gifting to learn how much money you can gift, how inheritance tax works and the benefits of life insurance. We also share some non-financial ways you can help your loved ones.
More resources
Gifting money to family and inheritance tax
Knowing how equity release inheritance tax works is important before taking the loan. We give an overview on how equity release might affect inheritance.
The Bank of Mum and Dad (BoMaD)
In our article we look at how the Bank of Mum and Dad have supported their children financially. From helping them get on the property ladder to gifting money when they need it most.
Helping your loved ones onto the property ladder
Helping a loved one onto the housing ladder is something most of us wish we could do. But for many young people today, buying a property can seem just out of reach, forcing them into renting or living at home well into their 30s.
Additional support
Free guidance
Pension Wise from MoneyHelper is a free and impartial service from the Government, offering guidance to make money and pension choices clearer.
Retirement Advice from L&G
Our advisers are experts in retirement, providing you with impartial advice from pension and retirement planning.
Help with the cost of living
Citizens Advice offers information and support if you’re struggling with the cost of living.