Discounted Gift Trusts – An Explanation

Recorded on: 29/04/2020


To explore how discounted gift schemes may enable a client to remove capital from their estate whilst having access to regular withdrawals from the fund


Practitioners will be able to identify when these trusts might be useful and when they have been used


  • What are discounted gift trusts?
  • Valuing the income stream
  • Spouses and civil partners
  • Bare trust arrangements
  • Discretionary trusts
  • What happens once the settlor dies?


Non members:  £159.00

Members:  £115.00

Sole practitioner:  £80.00

All prices ex-VAT

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01904 635 444
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