It will help your executor or personal representative to sort out your financial affairs when you die if you keep a record of any gifts you make and note on that record which exemption you’ve used.

It’s also a good idea to keep a record of your after-tax income if you make regular gifts out of income as part of your normal expenditure. This will show that the gifts are regular and that you have enough income to cover them and your usual day-to-day expenditure without having to draw on your capital.

Get in touch

If you would like to know more about how our tailored services can best suit your needs, do not hesitate to get in touch. Although based in Greater Manchester, we can provide high-quality legal assistance to those who need it around the UK. Call us today on 0161 928 3848, or fill in the online contact form.

Testimonials

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Professional and efficient service with a personal touch.

Mr Y

Grace has been very helpful dealing our whole family, arranging wills and lasting powers of attorney. Excellent service.

Mrs N

I am very glad that I found your office and especially Helen Green. I enjoy dealing with people who know what they are doing.

Mr S

Grace Kennedy was friendly, professional and knowledgeable. Updating our wills was a very smooth and efficient process.

Mr W

The service and communication provided by Michaela throughout the process of dealing with my mum’s estate has been exemplary.

Mr E

Excellent customer service and attention to detail by Mr Hartley. Would certainly recommend to family and friends.

Ms Y

Pleasure to do business with McHale & Co. Everything is thoroughly explained, whatever questions we asked. Easy to make contact, we as a family have dealt with your company before and cannot fault any part of our dealing with yourselves.

Mrs L

Helen was excellent. Very clear in her explanations of options and implications of decisions made in our wills.

Mr & Mrs T

A big thank you to Grace Kennedy who went the extra mile and provided me with lots of information regarding making, signing and checking the process for me and after signing a list of use points and information. Excellent customer/client care.

Mr S

I feel that the people employed within this firm really listen and respond accordingly

Mrs S

Many thanks for your assistance with everything (Helen Green), you’ve made it all seem a lot more manageable at a difficult time.

Ms W

Helen, can I just thank you for the professional and thorough way in which you have dealt with this matter and your advice has been very welcome at times. Worth every penny for peace of mind.

Mr L

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