About Blythswood Associates

When it comes to your future, it is important to invest in planning. We believe that if you invest in expert financial planning, it will help you achieve your financial goals and secure the future you want.

Whether you are starting out in your career, looking to buy your first home, saving for your child’s education or heading towards retirement, we are here to help you at every step of life’s key milestones.

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The Partner together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy
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Couple Managing Finances and Their Estate

Making a gift of certain amounts of money or assets can be a valuable exemption from Inheritance Tax.

There are various additional ways to use your gift allowance, such as an annual exemption for gifting to an individual up to £3,000 per tax year. Using income to fund the contributions to a life policy held in trust may be immediately exempt if you meet certain criteria. Parents can also each give up to £5,000 to each party of a marriage/civil partnership in the event of a marriage/civil partnership. Additionally, a lifetime gift of capital designed to maintain a dependant is exempt under certain circumstances.

Gifts to charities, political parties or for the public benefit, such as universities, national museums, and the National Trust are also exempt.

Please contact us to discuss your options further, as we are able to advise you on the best options available to suit your own personal circumstances.

The information on this website is based on our interpretation of the current law and HMRC practice. Taxation legislation and HMRC practice may be subject to unforeseen changes in the future.