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Posted November 30, 2011 by admin

tec h nical factsheet Discounted Gift Trusts: Bare Trust and Discretionary Trusts Introduction Since March 2006, making a gift into an interest in possession (IIP) trust is.

Our Inheritance Tax Planning trust range.. Using a bond in the appropriate trust can generate IHT savings, both immediate and in the future.

The DDGT allows the settlor(s) to make a gift of the capital but retain the right to receive a regular fixed sum (paid monthly or yearly) for the rest...

Discounted Gift (Bare) Trust This document is provided on the strict understanding that it is presented as a draft to be considered by the Donor and his/her legal advisers.

Royal London 360° launches new Discounted Gift Trust for its Select offshore bond 12 April 2010

Tax and trusts. "Anyone know of a Collective/Wrap provider offering a Discounted Gift Trust?". "Hi Helen, Transact has a bare and flexible version.". "WAY Discounted.

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2 introduction Trusts have been around in Britain since the Middle Ages, where they were used for the control and protection of land. Today, the benefits of creating a trust.

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Last month, we covered the practical side of bare and discretionary trust arrangements. But Mr & Mrs Down are now having second thoughts about putting all this money in trust.

Award Winning Expert IFA Independent Financial Advice on Trust Advice - Absolute Trust - Bare Trust Advice

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NP122320A02 (NP120086A05) Discounted Gift (Bare) Trust Deed Page 2of 7 Warning - minor beneficiaries Property held subject to a bare trust is excluded from the definition of.

Discretionary Gift Trusts are a useful way of cutting Inheritance Tax while retaining some income from your assets.

2 The Discounted Gift (Bare) Trust (DGBT) is designed for use with Sterling's life assurance policies, such as the Sterling Investment Bond. The purposes of the trust are to.

There has been concern among the industry that gifts to minors through absolute or bare trusts would be treated as CLTs, and therefore be liable for entry, exit and 10-yearly.

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2 Adviser's Guide to the Discounted Gift (Bare)Trust This guide is for use by Financial Advisers only. It is not intended for onward transmission to a private customer and.

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My dad is 79 and is considering a discounted gift scheme putting a large sum into trust with my sister and me as beneficiaries. She live in Scotland, like my dad.

All materials contained on or available from this website are of a general informational nature and do not represent legal or financial advice.

Fixed Discounted Gift and Income Trust (creating fixed trust interests) The Discounted Gift and Income Trust (creating fixed trust interests) is established on an absolute.

Page 1of 8 Discretionary Trust Declaration form Neither The Prudential Assurance Company Limited nor Prudential International Assurance plc can accept responsibility for the.

MetLife Bare Discounted Gift Trust Important Information This document is provided on the strict understanding that it is presented as a draft to be considered by the Donor and.

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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 (insurance bond).