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Gift trust
Pass on your money in a tax-efficient way
Find all the documents you need for our Gift Trust. For investment bond and protection documents, including application forms and guides, visit the individual product homepages or the document library.
Key documents
Bare Gift Trust notes
Bare Gift Trust tax notes
Discretionary Gift Trust notes
Discretionary Gift Trust tax notes
Choosing an appropriate trust
Bare Gift Trust deed
Discretionary Gift Trust deed
Deed of Appointment/Retirement of trustees
Deed of Removal/Appointment of trustees
Adviser Learning Zone
Briefing notes
Short guides on a variety of topics that explain and simplify some of the key areas of financial planning.
Learn moreFrequently Asked Questions
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Next steps
Adviser support
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