Gifting Strategy Planner
Track gifts, model the 7-year rule, and calculate taper relief with our free gifting strategy planner. Understand the IHT impact of gifts made in the last seven years.
The planner covers the annual £3,000 gift exemption, small gift allowances, wedding gift exemptions, gifts from income, and the taper relief schedule that reduces IHT on gifts made between 3 and 7 years before death.