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Your Discounted Gift & Income Bond is part of the Discounted Gift & Income Plan:
an estate planning solution that could give you significant inheritance tax savings
under current tax rules.
It is designed to give you a regular income for the rest of your life.
The Discounted Gift & Income Bond is established under a 'trust' which is a legal
arrangement that allows a person to give control of property and money to another
person or institution (the trustee) for the benefit of certain persons (the beneficiaries).
Having made an original single lump sum investment of at least £50,000 the Discounted
Gift & Income Bond is used to potentially reduce the value of your estate for inheritance tax
purposes and provide regular withdrawals to supplement your income.
In addition the bond offers:
- A comprehensive range of investment funds to choose from and the benefit of the
investment expertise of some of the UK’s most highly respected fund managers.
- The facility to switch between funds at any time – currently completely free.
The value of an investment, and any income from it, can go down as well as up as
a result of market movements. You may get back less than you invested.
For more information about this bond, and to see if it’s still the right investment
for you, please take the time to speak with your financial adviser.
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