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Discounted Gift Scheme.
Control.
Helping your clients plan ahead to potentially reduce their
IHT liability while retaining regular payments
from an investment they place in trust.
Use this short film with your clients, to start off those important conversations.
At a Glance
What Is It?
- Our Discounted Gift Scheme is made up of a choice of absolute or discretionary discounted gift trusts and one of a range of our investment bond products.
- It can provide settlor/donors with fixed regular payments for the rest of their life or until there is no money left in the bond.
- It could help UK resident settlor/donors reduce their liability to IHT.
- Can be used with any of our currently available range of investment bonds (not including Capital Control Bond).
Consider If Your Clients...
- Are looking for a solution that could be used to reduce their estate's liability to UK IHT while retaining the right to regular payments.
- Have £50,000 or more to invest.
- Are prepared to accept at least some risk to capital invested.
Remember, the value of investments can fall as well as rise, is not guaranteed, and your clients may get back less than they invest.
Why choose us?
We understand that when the time comes your clients would like to leave as much as possible to their loved ones. We can help them achieve peace of mind by reducing the burden of IHT through our Discounted Gift Scheme.
Our Tax and Estate Planning Team can offer you expert support and advice.
Choose from a range of Legal & General's investment bonds to use with our Discounted Gift Scheme.
Understanding the way discounted values work
Example discounted values (PDF)
This guide provides example Discounted Value of Investments that could be achieved using the Scheme.
How we can support you with your estate planning
Our trust range can provide the right solution for your clients
You can also find more relevant material in the literature library - just filter the results.
Meet the taxation and trusts specialists within the Legal & General Wealth Technical team.
Tax and Estate Planning Technical library
This library contains technical, marketing and other support material on tax and trusts.
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Key documents
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PDF: 655KB
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PDF: 410KB
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