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Lifetime transfers cover gifts and other transfers of assets made during a person’s life, rather than at death, and how those moves affect future inheritance and tax.
Gifting assets in lifetime can change ownership and expose the donor to tax consequences, the possibility of clawback on death, and implications for long-term care and benefits. A solicitor advises on timing, potential loss of control, and how to document gifts to protect or clarify rights for beneficiaries, executors and trustees, including interactions with trusts and disponer rules.
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We have found a review that matches your query
Tagged solicitor Craig Delaney
Calthrops Solicitors were very professional throughout. Craig Delaney who handled our case was very knowledgeable and made us all feel very comfortable with his pleasant personality. We would definitely recommend them to anyone.
Review left by Sheila Stevens
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Tagged solicitor Sarah Babajee
Very approachable, Sarah Babajee has set up a will including a discretionary trust for our disabled son which will now give us peace of mind. Very recommended.
Review left by Susan
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Tagged solicitor Julie Ann Ashley
Have recently used Gardner Champion solicitors for Probate services. Gardner Champion provided a thoroughly professional service, were very approachable and professional in all aspects. Would use again and highly recommend.
Review left by Stephen