Our employees are able to work remotely so that they can follow social distancing rules while continuing to advise clients and manage portfolios.  To help us during these unusual times, wherever possible please avoid sending post to our offices – instead, please use email or phone, or secure messaging available via My Tilney.

Making financial gifts

The rules and limits around giving gifts to others

We are often asked how easy it is to make financial gifts and how to do so. Many people also want to make gifts to family members but are concerned about causing an unexpected tax bill. This factsheet shows you how HM Revenue & Customs views gifts, what gifts you can make without paying any tax, and how a financial planner can help you make gifts.

In this guide:

  • The tax rules around giving financial gifts
  • Your allowances for making gifts to others
  • Options for giving gifts to those unable to look after the money themselves.

Download your free guide

* required fields

* I have investments of:

Would you like to talk to an adviser?

Please choose a time and date below

By ticking this box, I understand I will receive the latest insights and events from Tilney and its wider Group by email.

You can unsubscribe or choose what to receive from us at any time. See how we use and secure your personal information in our privacy notice.

I would also like to stay informed by phone.

I would also like to stay informed by post.

Speak to us

Speak to us to find out how we can help you: