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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.
You searched for Lifetime Transfers specialists. Here are related areas of law to help you narrow down your results.
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Tagged solicitor Beverly Davison
The process of selling our Mum's bungalow was long and quite tedious at times with a difficult buyer. Our solicitor kept on top of everything and communicated with us every step of the way. We are so glad that we picked David Barney and would highly recommend them.
Review left by Dawn Maddison
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Tagged solicitor Melanie Williams
Melanie has dealt with the sale of my mom's house extremely professionally, keeping me informed at all times. Thank you so much for everything - I will not hesitate to contact you in the future to discuss updating our Wills.
Review left by Alyson Lane
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Tagged solicitor Natalie Hogarth
Natalie was excellent and extremely professional she was understanding and explained everything with care and consideration something which I thought would be a daunting task made incredibly easy by Natalie I would recommend her to everyone! John and Norma
Review left by Anonymous
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Tagged solicitor Jonathan Edwards
Thank you for all your help and assistance in dealing with getting probate for my late Fathers estate. Everyone was very friendly + helpful which was such a stressful time.
Review left by Penelope
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Tagged solicitor Rachael Stokes
Rachael was able to present her obviously thorough understanding of the law using straightforward and clear language. She drew up my will and LPAs and whenever we communicated (whether in person, by phone or email) I received a warm welcome. I also had the sense that my thoughts and feelings were being valued, felt confident in Rachael’s professionalism and at all times understood what was happening. Excellent!
Review left by Keith
