Supporting the people you care about
More people are considering passing on some of their wealth during their lifetime, when it could make a meaningful difference. But deciding when, how and how much to give can raise important questions for you and your family.
Giving while living: Closing the confidence gap around lifetime gifting
Our research explores what’s encouraging people to support loved ones during their lifetime, as well as what can hold them back. From understanding what you can comfortably afford and considering the tax implications, to starting conversations with your family, the report looks at how careful planning can help you make decisions that work for you and the people you care about.
0% would like to provide financial support to loved ones during their lifetime.
0% of gift-givers have delayed providing financial support because they were unsure whether they could afford it.
0% of those who took financial advice before offering a gift said it made them more confident about their decision.
Join our upcoming webinar
On 24 November, we’ll bring some of the report’s findings to life and look at the questions to consider when supporting family financially.
We’ll discuss how to think about what you can comfortably afford, the different ways you might choose to give, and how financial planning can help you balance supporting the people you care about with your own future needs.
Receiving a financial gift?
Giving is only one side of the story. We’ve also created a separate report for people who have received, or expect to receive, financial support from family. It explores the opportunities a gift can create, the conversations worth having and how to think about what the money could help you achieve.
Further reading to help you plan ahead
Explore our articles on gifting, inheritance planning and making thoughtful decisions about how and when to pass on your wealth.
