Discounted Gift Trust

Reduce inheritance tax and enjoy a fixed income

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.

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

Bare Discounted Gift Trust Tax Notes

Discretionary Discounted Gift Trust Tax Notes

Fund switch and redirection form (UK)

Investment Administration Form [IOM]

Dealing Instruction form [Ireland]

Adviser support

Wide variety of DGT solutions

Frequently asked questions