Lifetime Property Gifts - Avoiding IHT, CGT & SDLT Pitfalls

Introduction

Lifetime gifts of property can create significant tax exposures if even small mistakes are made. A single misstep can result in unexpected Inheritance Tax, Capital Gains Tax or Stamp Duty Land Tax liabilities.

This webinar follows one real-world property gifting scenario from initial planning through to execution, exploring the technical rules alongside the practical challenges that can arise at each stage.

By working through the case study, you will gain a clearer understanding of the potential pitfalls and the steps that can be taken to identify and manage tax risks before a gift is made.

Register today to gain practical, actionable strategies for advising clients on lifetime property gifts with greater confidence.

What You Will Learn

The webinar will cover the following:

• Key tax exposures arising from lifetime property gifts - IHT, CGT and SDLT
• Post-gift ownership structures - outright gifts, trusts and companies, including the pros, cons and impact of family dynamics
• Key reporting and compliance requirements