Record your income
Pensions, employment, rental income, interest, dividends and other relevant income sources.
Planning ahead
Giving & Estate Records
A clear handover starts with good records. Keep a clearer record of your income, normal expenditure, lifetime gifts and supporting evidence so the information is easier to understand later.
What you can record
Understand your recorded surplus
Compare recorded income with normal living expenditure.
Record every gift
Keep recipient, date, amount, purpose and supporting evidence together.
Build a gifting history
See patterns of regular giving across multiple tax years.
Create an annual record
Generate a clear annual evidence report containing the information you have recorded.
Important information
How you describe a gift is part of your own record and does not determine its tax treatment. ClearHandover helps you keep the records that may later be relevant.