News

20 April 2020

Low market values present the opportunity for gifting

Richard Wadsworth, our Director in Glasgow, discusses how low investment market values can present a tax-efficient gifting opportunity.

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The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.

This communication is for general information only and is not intended to be individual advice. It represents our understanding of law and HM Revenue & Customs practice. You are recommended to seek competent professional advice before taking any action.

Tax and Estate Planning Services are not regulated by the Financial Conduct Authority.

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