Discounted Gift Trust
Reduce inheritance tax and enjoy a fixed income
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.
Key documents
Discounted Gift Trust client guide
Adviser guides
Client guides
Bare Discounted Gift Trust Tax Notes
Discretionary Discounted Gift Trust Tax Notes
Bare Discounted Gift Trust Deed
Discretionary Discounted Gift Trust Deed
Application forms
Key Features Documents
Key Information Documents
Policy Provisions
Anti-Money Laundering Submission Sheet
Fund switch and redirection form (UK)
Investment Administration Form [IOM]
Dealing Instruction form [Ireland]
Adviser support
Wide variety of DGT solutions
Frequently asked questions
Next steps
Adviser support
Find answers to commonly asked questions, helpful links, tools and contact details.
Meet the ican team
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Get in touch
Call customer services
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Offshore sales & service
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