How it works
Is the Discounted Gift Trust right for you?
What are the risks?
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.
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
Discounted Gift Trust Case Study
Our case study illustrates the steps clients need to consider and how our Discounted Gift Trust can help.Read