Early Gifting of part of your Inheritance

Posted by Gurdev Aujla on October 5, 2023

EARLY GIFTING OF PART OF YOUR INHERITANCE
TO A FAMILY MEMBER

If you were to gift part of your inheritance early to a family member what concerns might you have? An estimated £5.5 trillion will be passed between generations over the next 30 years and the biggest concerns that come up are illustrated below For those looking for a bit more control and flexibility, let’s chat about how we can help

For those looking for a bit more control and flexibility,
let’s chat about how we can help

Gurdev Aujla

I'm Gurdev Aujla, an Independent Financial Adviser at Coleridge Capital. I specialize in providing a holistic approach to financial planning, focusing on retirement, wealth management, financial protection, estate planning, and setting up wills and trusts. My goal is to help individuals and families secure their financial future with tailored solutions.