Fit Finance Sessions

The Adviser Fit Finance Sessions: Gifting

May 27, 2021 Efficient Portfolio Season 4 Episode 20
Fit Finance Sessions
The Adviser Fit Finance Sessions: Gifting
Show Notes

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what qualifies as a gift and the exemptions and other rules surrounding gifting.

 If you've got any financial topic that you'd like to see covered, please get in touch with us at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.