Which trust
Finding the balance between tax efficiency and flexibility (depending on your client's required level of control and access to the investment) can be a bit tricky.
Use our tool below to help find out which trust might be suitable for your clients.
Which trust
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Answer the series of questions below to find out which trust might be suitable for your client.
Discounted Gift Trust established on a Discretionary Trust basis
(not choosing the option of the Access Fund)
From the answers you have given, the Discounted Gift Trust established on a Discretionary Trust basis (not choosing the option of the Access Fund) may be a suitable solution.
Click here for more information about the Discounted Gift Trust.