Advisers predict drop in gifting as IHT mitigator amid inflation angst

Over half of adviser respondents tell Puma that gifting is lacking appeal

Hope William-Smith
clock • 3 min read

A majority of advisers say clients gifting money as a tool to mitigate against inheritance tax (IHT) will be come less appealing as they struggle to balance their resources during this high inflation period.

Research conducted by Puma Investments showed 57% of advisers believe this gifting drop-off will occur, while more than a third (37%) think gifting will instead become appealing for clients looking to help loved ones with their immediate financial pressures. Puma Investments said that while gifting has historically been the most popular way of protecting assets against any potential IHT liabilities, many advisers said their clients currently fear "running down their resources". "Under these circumstances, increasing numbers of people are concerned about how they mitigate IHT, whilst a...

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