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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.
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.
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
You want to access your money
You’ll need one of these products to use with our Gift Trust:
Get a tailored quote for our products from a financial adviser. To find one, visit Unbiased.
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