Product Estate Planning Gift Trust 680X392

Gift trust

Pass on your money in a tax-efficient way

Introducing our Gift Trust

This trust lets you gift your money outright in a tax-efficient way. When you place money in a gift trust, it moves out of your estate after seven years and is exempt from inheritance tax. Any investment growth is outside of your estate from day one. With our Gift Trust, you can also allow payments to be made to your beneficiaries while you’re alive.

Key benefits

Money Bag
Gift is free from inheritance tax after seven years
Gift Perks
You gift your money outright
Money 3
Any investment growth is free from inheritance tax
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.

Is it right for me?

This trust could be right for you if:

  • You want to reduce any inheritance tax after seven years

  • You want to gift your money outright

  • You want to allow payments to be made to beneficiaries while you’re alive

  • You don’t need access to your money

This trust might not be right for you if:

  • You want to access your money

Products that can be used with this trust

 You’ll need one of these products to use with our Gift Trust:

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Also worth knowing

Next steps

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Customer support

Find answers to commonly asked questions, helpful links, tools and contact details.

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Get in touch

Contact our onshore team

+44 1707 651 122

or send an email

Contact our offshore team

+44 1624 820 200

or send an email

Monday to Friday, 9am to 5pm

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