It will help your executor or personal representative to sort out your financial affairs when you die if you keep a record of any gifts you make and note on that record which exemption you’ve used.

It’s also a good idea to keep a record of your after-tax income if you make regular gifts out of income as part of your normal expenditure. This will show that the gifts are regular and that you have enough income to cover them and your usual day-to-day expenditure without having to draw on your capital.

Get in touch

If you would like to know more about how our tailored services can best suit your needs, do not hesitate to get in touch. Although based in Greater Manchester, we can provide high-quality legal assistance to those who need it around the UK. Call us today on 0161 928 3848, or fill in the online contact form.

Testimonials

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Michaela went out of her way to make time to see me, gave very good advice and answered any questions I had. Always returned my phone calls and emails promptly. Thank you

Mrs K

Wonderful service provided by Helen Green – very thorough knowledge. I am extremely satisfied as I was helped through a difficult time when I was uncertain how to go forward.

Mrs C

Hassle free service, just give them the facts they require – let them get on with it – Simples

Mr C

Malcolm, I really appreciate what you have done and can’t thank you enough with how you have dealt with this! We’ll fill in the attached customer satisfaction form and reflect how impressed and pleased we are.

Mr P

Very happy to have come here, especially dealing with Helen Green

Mrs L

Thanks for the work of your staff led by Maria. I would like to highlight the contribution of Nadya & Leona in these transactions. While Maria is often the one in the sunshine so to speak, it is through the background work performed by these two that allows this to happen.

Mr S

I have been completely satisfied with help given by Helen and feel that my affairs are now in safe hands.

Mr G

I would like to thank Charlotte for being so friendly and helpful.

Mrs A

Everything was great Michaela. Thanks!

Mr P

I would like to praise Adam Cohen with the way he has looked after both me and my wife. He has been very thorough and helpful with us.

Mr & Mrs C

A very professional and friendly service from Helen using clear plain English that is easily understood.

Mr B

Excellent, friendly service from Helen Green. Very happy with the outcome.

Mr O

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