Clerical Medical Discounted Gift Income Bond

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Fund Availability and Prices | Clerical Medical

https://www.clericalmedical.co.uk/fund-availability-and-prices.html

To find out which Clerical Medical unitised funds are available within each product, and the annual management charge (AMC) that currently applies, please see our Fund availability leaflet (PDF, 374KB). For more information on the aims and risks of each of our Pension …

Investment Bonds - Clerical Medical

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

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 on the …

Pensions and Investments Provider | Clerical Medical

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

Clerical Medical has been providing pensions and investments since 1824. We've always been dedicated to providing consistent, dependable services and products that …

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 at …

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 …

Fixed Discounted Gift and Income Trust | Scottish Widows

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

The Discounted Gift and Income Trust (creating fixed trust interests) is established on an absolute trust basis. This allows your clients to take action to immediately reduce their …

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 …

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 …

Discounted gift trust - Wikipedia

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

It allows the gifting of a lump sum into a trust whilst retaining a lifelong 'income' from that money (technically withdrawals of capital), with the overarching aim of reducing the …

Revenue and Customs Brief 22 (2013): Discounted Gift …

https://www.gov.uk/government/publications/revenue-and-customs-brief-22-2013-discounted-gift-schemes/revenue-and-customs-brief-22-2013-discounted-gift-schemes--2

Under a Discounted Gift Scheme the settlor will typically have settled a bond or a series of policies from which they have retained the right to either pre-determined regular …

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