A Discounted Gift Trust is an arrangement which allows an investor to immediately reduce the value of their estate for Inheritance Tax purposes, whilst also providing a tax efficient source of personal income.

The benefits of a Discounted Gift Trust are:

  • A means of immediately reducing Inheritance Tax (depending on health)
  • If you survive 7 years there will be no IHT to pay
  • The ability to receive a regular, tax free ‘income’
  • All capital growth passes to beneficiaries after your death, free from IHT.
  • High degree of control over who will finally benefit
  • No personal income tax or capital gains tax to pay.
  • No requirement for Tax Returns

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