Clerical Medical Discounted Gift And Income Trust

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Discounted gift trusts - abrdn

https://techzone.abrdn.com/public/iht-est-plan/Tech-guide-discounted-gift

Trust options. A discounted gift trust will typically offer three trust options. These are: Discretionary trust; Flexible (interest in possession) trust; Absolute trust. …

Discounted Gift Income Trust | For Advisers | Scottish …

https://adviser.scottishwidows.co.uk/products/trusts-for-investments/discounted-gift-income.html

Benefits of Discounted Gift & Income Trusts The potential to reduce inheritance tax liabilities whilst aiming to provide an income for life (subject to sufficient capital …

Flexible Discounted Gift & Income Trust - Scottish Widows

https://adviser.scottishwidows.co.uk/products/trusts-for-investments/flexible-discounted-gift-and-income-trust-investment-bond.html

Flexible Discounted Gift & Income Trust. For Investment Bond. The Flexible Discounted Gift and Income Trust enables your client to make a gift for inheritance tax (IHT) purposes …

Clerical Medical Investment Bond

https://www.investmentweek.co.uk/investment-week/analysis/1380425/clerical-medical-investment-bond

Regular income payment frequencies Income may be taken annually, half yearly, termly, quarterly or monthly. The minimum regular withdrawal is £20 per …

Our Products | Clerical Medical

https://www.clericalmedical.co.uk/products.html

Clerical Medical is a trading name of Scottish Widows Limited. Scottish Widows Limited is registered in England and Wales No. 3196171. Registered office in the United Kingdom …

Investment Bonds - Clerical Medical

https://www.clericalmedical.co.uk/products/investment-bonds.html

Endowments Investment bonds These products offer a way of investing a lump sum to provide inheritance tax planning as well as for income and/or capital growth. Depending …

What is a Discounted Gift Trust? | PruAdviser - mandg.com

https://www.mandg.com/pru/adviser/en-gb/insights-events/insights-library/discounted-gift-trust

A Discounted Gift Trust (DGT) is a trust-based inheritance tax (IHT) planning arrangement for those individuals who wish to undertake IHT planning but who are …

Discounted gift trust - Wikipedia

https://en.wikipedia.org/wiki/Discounted_gift_trust

A Discounted Gift Trust (DGT) is a type of UK trust arrangement usually set up in connection with an investment in either an onshore or offshore investment bond …