WTT WealthWealth planning focuses on structuring and building your wealth in order to transfer it to the next generation in a tax efficient manner. It is a combination of tax planning, wealth protection, estate planning and business succession planning.
Many people support charities due to close personal experiences of the organisation, and rightly so. Most will elect to make donations under Gift Aid allowing the charity to claim the basic rate tax back on the donation, but did you know that if you were higher rate or additional rate taxpayers in the year of the gift (or the previous year) you can also claim tax relief?
Should you be considering any of the following gifts, we can help you understand the reliefs available and make a claim on your behalf.
- Gifts of Cash
- Gifts of Shares / Investments
- Gifts of Land
- Gifts of Goods
We can also advise on charity gifts made through Wills particularly in relation to qualifying for the lower rate of Inheritance Tax.
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I admire you for your professionalism. It’s good having that go-to place for a second opinion, even if the message is not always what we would like to hear. Honesty is of utmost importance for building that trusted advisor relationship and you have stuck to your guns.