RL360's Discounted Gift Trust calculator for wealth generation

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dedicated financial adviser website

For financial advisers only

Not to be distributed to, or relied on by, retail clients

Discounted Gift Trust

Application type:   Single

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Complete all the steps and click calculate

Important Notes

Upon receipt of an application for our Discounted Gift Trust, RL360 will underwrite all applicants.

This calculator is for illustrative purposes only and may not be representative of the actual discount suggested after an individual has been underwritten in accordance with current HMRC guidelines. RL360 will not offer an underwriting service to any client aged 85 or over.

For joint settlors, HMRC regarded each as making a gift equivalent to 50% of the total investment. However, the value of each individual's gift must be discounted in accordance with their own personal circumstances. For this reason, the calculator will only provide sample figures for one individual rather than on a joint basis. Should you require a more detailed illustration, our Sales Support Team can provide these on both individual and joint basis.


Complete all the steps and click calculate