Discounted Gift Scheme
Key Features
- Discounted Gift Scheme (incorporating the Discounted Gift Portfolio Bond) Key Features (W10823) (pdf - 147 KB)
- Discounted Gift Scheme Key Features Addendum (W11997) (pdf - 57 KB)
Funds Key Features
- Discounted Gift Portfolio Bond Funds Key Features (W10824) (pdf - 246 KB)
- Funds Summary (W11974) (pdf - 237 KB)
Application forms
- Discounted Gift Scheme Donor Questionnaire (W10836) (pdf - 118 KB)
- Discounted Gift Scheme Trustees' Application (W10822) (pdf - 113 KB)
Contract Document
Trust documents
- Deed of Appointment of Additional Trustees (W11060) (pdf - 80 KB)
- Deed of Appointment of Beneficiaries (W11062) (pdf - 81 KB)
- Deed of Removal of Trustee (W11061) (pdf - 60 KB)
- Discounted Gift Absolute Trust (W11478) (pdf - 99 KB)
- Discounted Gift Discretionary Trust (W11479) (pdf - 110 KB)
- Discounted Gift Scheme Trusts Completion Guide (W11956) (pdf - 382 KB)
Essential guides
- A guide to how it works (W10825) (pdf - 89 KB)
- Information on Trusts and Tax for Donors and Trustees (W10829) (pdf - 164 KB)
