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The Discounted Gift Trust

Transferring assets into a Discounted Gift Trust enables the settlor [the person making the gift] to plan a reduction in the value of their estate for inheritance tax purposes, whilst retaining access to the assets by way of regular income by the return of fixed capital repayments. The trust is suitable for individuals who have a liability to IHT and are happy to make substantial gifts, but need access to regular payments to maintain their standard of living.

  The Discounted Gift Trust has an added benefit in that part of the capital [the discount] is outside your estate from day one. The size of the discount that you may receive depends on your age, gender, health and the amount of income you decide to take. Once you have set up a Discounted Gift Trust you cannot receive your capital back or alter the level of income you have chosen at outset.

 
 
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The Mews, Queens Street, Colyton, Devon, EX24 6JU
Tel: 01297 578 460 
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32 Rolle Street, Exmouth,
Devon EX8 2SH
Tel: 01395 542 551
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Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Tel: 01404 598 373
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Raymond James Investment Services Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 3779657. Registered office: Broadwalk House 5 Appold Street London EC2A2AG. | RAYMOND JAMES is a registered trademark of Raymond James Financial, Inc. | Legal Disclosures