Find all the documents you need for our Discounted Gift Trusts. You can find more information on the different investment solutions below, or on the individual product pages.
Discounted Gift Trust client guide
Bare Discounted Gift Trust Tax Notes
Discretionary Discounted Gift Trust Tax Notes
Bare Discounted Gift Trust Deed
Discretionary Discounted Gift Trust Deed
Key Features Documents
Key Information Documents
Anti-Money Laundering Submission Sheet
Fund switch and redirection form (UK)
Investment Administration Form [IOM]
Dealing Instruction form [Ireland]
Wide variety of DGT solutions
Frequently asked questions
Find answers to commonly asked questions, helpful links, tools and contact details.