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.

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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.