We can advise you on Discounted Gift Trusts (DGT) – a type of UK trust arrangement with the over-arching aim of reducing the eventual Inheritance Tax bill on death. It allows the gifting of a lump sum into a trust whilst retaining a life-long ‘income’ from that money.
Discounted Gift And Loan Trusts

We can advise you on Discounted Gift Trusts (DGT) – a type of UK trust arrangement with the over-arching aim of reducing the eventual Inheritance Tax bill on death. It allows the gifting of a lump sum into a trust whilst retaining a life-long ‘income’ from that money.

A Discounted Gift Trust (which works together with Offshore Wrappers) is often considered in relation to Inheritance Tax planning strategies and allows the client to benefit from an income stream.

The establishment of a Discounted Gift Trust may enable clients to move assets across to children/grandchildren in a tax efficient way to mitigate IHT, whilst still allowing the person who owns the funds initially (the settlor) to enjoy income from the funds during their lifetime.

Download our Discounted Gift and Loan Trusts Product Sheet for full details of this product.

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