Gifts and Trusts
Our team has a deep and extensive knowledge of the rules in relation to lifetime giving and the tax consequences thereof.
Gifts out of surplus income can be immediately exempt from inheritance tax – as long the appropriate criteria have been met. Capital gifts into trust need particular care, especially in connection with the little-known fourteen year shadow where in some circumstances, gifts from up to fourteen years prior to death can impact on the amount of tax payable. Sometimes capital gains tax is a factor which needs to be considered.
Even the timing and the order of gifts can often require specialist advice whilst the manner in which they are made can be crucial to their success.
Our experts are on hand

Having majored in the trust space for over thirty years, Steve accumulated a deep and extensive knowledge of trust formation and restructuring.
Focussing more on the group as a whole, Steve is responsible for day to day operational matters and Arcadia's long term strategic direction.

Susie qualified as a solicitor in 2005 and has specialised in private client ever since.
Susie's expert knowledge of trust law and her pragmatic, client-centered approach is welcomed by trustees, executors and beneficiaries alike.