| | | | Discounted Gift Trust
- You gift an amount to trust and the trustees invest it on behalf of the trust/beneficiaries
- You have no access to capital once the gift is made
- You are required to take an annual income as a percentage of the original investment
- This can be up to 5% per annum for the first 20 years without any immediate income tax implications
- A percentage of the investment should be immediately outside of your estate for inheritance tax purposes i.e. the discount. This is based on your age, gender and health and is subject to underwriting
- The remainder of the investment will be outside of your estate for Inheritance Tax purposes after 7 years
- All growth achieved by the investment is immediately outside of your estate for Inheritance Tax purposes
- The investment in the trust will not be subject to probate
If you would like to discuss how Trust Matters can be of assistance to you please telephone us on 01727 737610 or email info@trustmatters.co.uk and we will endeavour to get back to you within 24 hours.
Full contact details and our Estate Review form can be found here. |
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Trust
Matters Ltd, Hill House, 5 Holywell Hill, St Albans, Herts AL1 1EU
Telephone:
01727 737610 · Fax: 01727 737611 · e-mail: info@trustmatters.co.uk
Registered
Office: Hill House, 5 Holywell Hill, St Albans, Herts AL1 1EU · Registered:
Cardiff 2976527 |
