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?

Price


Non members:  £159.00

Members:  £115.00

Sole practitioner:  £80.00

All prices ex-VAT

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01904 635 444 webinars@legalfutures.co.uk
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