The Meaningful Money Personal Finance Podcast cover image

Strategies For Impactful Giving

The Meaningful Money Personal Finance Podcast

00:00

Is Charitable Giving Subject to HT?

Charitable giving isn't subject to inheritance tasks. But making a list of your giving makes life so easy for your executors. It also, assuming you're still here, makes it easier for you to claim tax relief. Keep good records and do a gift aid declaration for every charity that you give to. You can just add the numbers up and it's fine.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app