Gifting by grandparents – school fees
In this podcast, we examine how grandparents can help to fund school fees and note the relevant tax implications. In particular, we explore inheritance tax and what qualifies as a potentially exempt transfer (PET), while also looking at the use of trusts and the main things to consider. We additionally highlight some general top tips.
You may also be interested in our other content covering gifts:
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Leonora Stevens
Partner, Bristol
Key experience
Leonora’s background is in providing tax advice and compliance to high net worth individuals, wealthy families and partnerships.
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