Download your free Inheritance Tax: Gifting Tracker

Don’t rely on memory. Retrospective record keeping rarely stands up under scrutiny. Our easy-to-use Inheritance Tax Gifting Tracker helps you:

Record gifts from income with income/expenses logs
Track lump sum gifts and their 7-year survival window

You know the drill – pop in your email address and I’ll get that sent over to you right away!

You’ve got LCH/WEALTH Mail

See you in your inbox!

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Information contained on this website is based upon our current understanding of legislation and HMRC practice, which may change from time to time.

This website is for information purposes only and does not constitute financial or investment advice. This is subject to UK regulatory regime and therefore restricted to consumers based in the UK. The Financial Conduct Authority does not regulate cashflow modelling, tax advice, some forms of inheritance tax and estate planning.

LCH/Wealth is authorised and regulated by the Financial Conduct Authority (1000611)
The information contained in this website is subject to UK financial regulation and as such is meant for consumers in the UK.