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FOR FINANCIAL ADVISERS ONLY
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Discounted Gift Trust

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Waiving income on a discounted gift trust – a ‘taxing’ decision?

Discounted gift trusts provide an ‘income’ for life in return for a ‘discount’ from a lifetime gift but what happens if the income is no longer needed?
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IHT planning and a discounted gift trust

The following article provides information about inheritance tax planning for UK domiciled individuals where a gift has been made and the individual still requires access to withdrawals.

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