Inheritance Tax continues to be a hot topic. Get ahead of the game when it comes to developing effective strategies to mitigate it.

A Discounted Gift Trust (DGT) offers a unique opportunity to reduce the value of an estate while providing a regular income for the settlor. The complexities of a DGT however, can be difficult to navigate. Why attend?

Improve your knowledge: Get clarity on these complexities from our award-winning Technical Team. Create better outcomes for your clients: Gain a better understanding of when a DGT can be used effectively as part of an IHT planning strategy. Earn Structured CPD: Up to 90 minutes, accredited by CII. Following the session, you’ll be able to:Explain how a Discounted Gift Trust is structured and set up.

Describe the initial and ongoing IHT implications of setting up a Discounted Gift Trust.

Explain how the chargeable event regime applies to investment bonds held in discounted gift trusts.

Identify clients who could benefit from using a Discounted Gift Trust as part of their IHT planning strategy.