Product Estate Planning Discounted Gift Trust 680X392

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

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

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