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  3. Legacy Expenses, Gifting - Potentially exempt transfers, charitable gifting, and their use in estate planning

Legacy Expenses, Gifting - Potentially exempt transfers, charitable gifting, and their use in estate planning

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  • Regular gifts from income
  • PETs - How to schedule potentially exempt transfers (gifts) as expenses
  • Charitable Gifts - How to schedule gifts to charity and the receipt of gift aid
  • Timing - How to schedule a one-off gift or charitable donation

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