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Home  >  News  >  Discounted Gift Trust Calculations Basis Change

Discounted Gift Trust Calculations Basis Change

HMRC announced in December 2008 a reduction to the interest rate used in the Discounted Gift Trust calculation.

The interest rate will reduce from 6.75% to 5.25%, with effect from 1 February 2009. As a result of this reduction, the value of discounts will increase, therefore reducing the value of an investor's gift.

All discounts provided on or after 2 February 2009 will be based on the new rates.

View Prudential's Discounted Gift Trust Calculator


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