Product Estate Planning Discounted Gift Trust 680X392

Discounted Gift Trust

Reduce inheritance tax and enjoy a fixed income

Introducing our Discounted Gift Trust

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.

Key benefits

Money 5 43
Get a regular, tax-efficient income for life
Money Bag
Potential immediate inheritance tax saving
Performance
Investment growth is outside of your estate

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.

How it works

Is it right for me?

This trust could be right for you if:

  • You want to receive fixed, regular, tax-efficient payments
  • You want a potential immediate inheritance tax saving
  • You don’t want your beneficiaries to access the money while you’re alive

This trust might not be right for you if:

  • You want to make flexible, ad-hoc withdrawals
  • You want the beneficiaries to have access to the investment while you’re alive
  • You want to cash-in the bond while you’re alive
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Need an adviser?

Get a tailored quote for this product from a financial adviser. To find one, visit Unbiased.

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Products that can be placed in this trust

You’ll need one of the following investment bonds to place into our Discounted Gift Trust.

Select Account

Delta Account

Premiere and Premiere Europe accounts

Also worth knowing

Customer support

Next steps

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Need an adviser

Get a tailored quote for our products from a financial adviser. To find one, visit Unbiased.

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Customer support

Find answers to commonly asked questions, helpful links, tools and contact details.

Customer support
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Get in touch

Contact our onshore team

+44 1707 651 122

or send an email

Contact our offshore team

+44 1624 820 200

or send an email

Monday to Friday, 9am to 5pm

Other contacts