Product Estate Planning Gift Trust 680X392

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

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Briefing notes

Short guides on a variety of topics that explain and simplify some of the key areas of financial planning.

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Frequently Asked Questions

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Next steps

Ctas Default Product Adviser Resources Adviser Support CTA 864X480

Adviser support

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Meet the ican team

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