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30 Oct

Discounted Gift Trust – Bare & Discretionary

A trust created by means of a gift, but under the terms of
which you retain the right to receive certain capital payments which may continue for the whole of your life or until the fund has been exhausted. For uk iHt purposes, the ‘discount’ is determined by the actuarial value of the withdrawals and has the effect of reducing the value of the transfer into trust.


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