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Discounted Gift Trust

Features

The Discounted Gift Trust allows the client to put a lump sum into trust for their beneficiaries, while retaining the right to a regular payment.

  • Regular payments which may be free of any immediate liability to income tax
  • A potential immediate reduction in the client's estate for Inheritance Tax (IHT) purposes
  • Any investment growth is outside the client's estate

For UK Adviser Use Only - Not Approved For Use With Clients