Offered through your professional adviser
Keep a clear record of your lifetime gifts
Record what you gave, when, to whom and the evidence behind it — so the people who matter aren't left guessing. Built for UK inheritance-tax and probate record-keeping.
A record-keeping tool — not tax advice or an HMRC filing service.
The 7-year clock
- To Sarah£20,000
- To James£8,000
- To David£50,000
- To Maya£5,000
What you can do
Everything in one trusted place
No spreadsheets, no shoeboxes of paper. Just a clear, dated record you and your family can rely on.
Record every gift
What you gave, when, to whom, its value, the gift or exemption category, and the evidence behind it.
See the 7-year clock
Watch each Potentially Exempt Transfer age through the seven-year window, at a glance.
Share it with the right people
Give read access to your adviser, your partner, or the people you've gifted to — and change or revoke it whenever you choose. When the time comes, your executors have a clear record to work from.
How it works
Three steps, then it's just upkeep
- 1
Sign up through your adviser
Create your account and choose the firm that introduced you. You stay in control of access.
- 2
Record your gifts
Add each gift with its details and evidence. Go back as far as you need to.
- 3
Keep it current
Watch the 7-year clock, fill evidence gaps, and export a schedule whenever it's needed.
Start your record today
It takes a few minutes to set up, and your family will thank you for it.
Gift Recorder is a record-keeping tool. It does not give personalised tax, legal or investment advice, calculate a final inheritance-tax liability, or imply HMRC acceptance.