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Discounted Gift Trust

  • How an Old Mutual Wealth Discounted Gift Trust can help you

    This client guide explains how you can reduce your potential inheritance tax liability using an Old Mutual Wealth Discounted Gift Trust.

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  • Customer privacy notice

    How we collect, manage, store and use your clients' personal information. 

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  • Discounted gift trust (English Law, Bare version)

    Trust deed for the Discounted Gift Trust

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  • Discounted gift trust (English Law, discretionary version)

    Trust deed for the Discounted Gift Trust

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  • Starting your discounted gift trust with a Collective Investment Bond

    This is our application form for starting a Discounted Gift Trust using a Collective Investment Bond (CIB). It can be used for 'Bare' and 'Discretionary' versions of the discounted gift trust.

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  • The Discounted Gift Trust - bare version

    This client guide explains the bare version of the Old Mutual Wealth Discounted Gift Trust.

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  • The Discounted Gift Trust - discretionary version

    This client guide explains the discretionary version of the Old Mutual Wealth Discounted Gift Trust. 

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  • Old Mutual Wealth Discounted Gift Trust - Bare version - Reasons Why

    This document suggests some of the reasons you may have recommended the Old Mutual Wealth Discounted Gift Trust - Bare version, which you may wish to incorporate within your recommendation letters

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  • Old Mutual Wealth Discounted Gift Trust - Discretionary Version - Reasons Why

    This document suggests some of the reasons you may have recommended the Old Mutual Wealth Discounted Gift Trust - Discretionary version, which you may wish to incorporate within your recommendation letters

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