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This trust could be ideal for those looking for inheritance tax planning and a fixed, regular income. After seven years, the value of the gift moves out of your estate, so there won’t be any inheritance tax to pay on it. Any growth on the investment is outside of your estate from day one.
The value of your investment can go down as well as up and you may get back less than you invest. Tax rules depend on the type of investment and individual circumstances and may change.
Our case study illustrates the steps clients need to consider and how our Discounted Gift Trust can help.Read
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