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Pensions and Investments Provider | Clerical Medical

    https://www.clericalmedical.co.uk/
    Clerical Medical. Clerical Medical has been providing pensions and investments since 1824. We've always been dedicated to providing consistent, dependable services and …

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 …

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 …

Reduce IHT Liability with a Discounted Gift & Income Plan

    https://www.easier.com/27578-reduce-iht-liability-with-a-discounted-gift-income-plan.html
    What is a Discounted Gift and Income Plan? A DGIP uses a trust to allow a client (the settlor) to make a gift of funds to a trust that they've created for family members or …

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 …

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 …

Clerical Medical Discounted Gift And Income Trust

    https://dayofdifference.org.au/c-medical/clerical-medical-discounted-gift-and-income-trust.html
    Clerical Medical Discounted Gift And Income Trust All information about Clerical Medical Discounted Gift And Income Trust At dayofdifference.org.au you will find all the …

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 Plan | Standard Life Adviser

    https://www.standardlife.co.uk/adviser/estate-planning/discounted-gift-plan
    The Discounted Gift Plan is simple to set up and operate. It lets clients make a gift – and the value of this gift can be ‘discounted’, resulting in a lower inheritance tax liability if …



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