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
Keeping these records now makes things easier to piece together later — for you, and for whoever handles your estate. Read more about what happens after a death and probate.
Record your income
Pensions, employment, rental income, interest, dividends and other relevant income sources.
Record normal expenditure
Keep track of your normal living costs alongside your income.
Record every gift
Keep recipient, date, amount, purpose and supporting evidence together.
Keep a list of recipients
The people and organisations you give to, in one place.
Keep supporting evidence
Link statements, letters and valuations to the records they support.
Create an annual record
Generate a clear annual evidence report containing the information you have recorded.
See your recorded position
An overview of everything you have recorded so far, for this tax year and before.
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.