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This work covers gifts of money or assets made during a person’s lifetime that can affect an estate on death. A solicitor in this area helps identify what gifts count for inheritance purposes, and how they interact with wills, trusts, and potentialestate liabilities. They review the validity of gifts, advise on potential clawback rules, and prepare or review documents that record gifts and any related claims. They also help with planning to protect or clarify how gifts influence the final estate distribution.
95%+
Value for money
95%+
Success rate
95%+
Would recommend
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Tagged solicitor Sion Roberts
Mr Roberts was brilliant. He was incredibly helpful in regard to our primary requirements and also in regard to subsequent related and unrelated matters. Thank you
Review left by Anonymous
