Discounted Gift Trusts – An Explanation
Recorded on: 29/04/2020
Aim:
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
Outcome:
Practitioners will be able to identify when these trusts might be useful and when they have been used
Agenda:
- What are discounted gift trusts?
- Valuing the income stream
- Spouses and civil partners
- Bare trust arrangements
- Discretionary trusts
- What happens once the settlor dies?
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