A gift can be described as anything that has a material value. Under normal rules any gifts made will remain in your estate and effectively use up your nil rate band for a possible 7 years unless it is an “exempted gift”. An exempted gift is described by the government in the above attached link.

At Financial Fortress we understand the implications of making gifts and your adviser will take time to understand what you want to achieve. They will make suggestions and recommendations to assist you successfully pass your wealth onto your family.

Tel: 01244 319962

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Financial Fortress Ltd is authorised and regulated
by the Financial Conduct Authority. Reg no: 753489.


Registered office, 14 Horrocks Road, Chester, CH2 1HE.  Company number:  9180267.