Property Succession Tool

Kluk Consultancy · Property succession

Gift it, leave it, or put it in trust?

Same house, five possible routes. Compare giving the home away, giving away an investment property, transferring into a trust, leaving it on death, or leaving it through a will trust. Figures use the 2026/27 allowances and are illustrative only.

A house cut like a cake into five slices labelled: 1 Gift the home, 2 Gift an investment property, 3 Transfer into a trust, 4 Leave on death, 5 Leave through a will trust. Headline: The £800,000 inheritance trap.

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General information only. This is not tax, legal or financial advice and does not create an adviser relationship. Tax rules and allowances change, and your circumstances may differ. Get advice from a qualified adviser before you give away or transfer any property.

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