CPDNov 30 2021

How to make the most of discounted gift trusts

  • Explain how discounted gift trusts work
  • Describe the tax implications of using a discounted gift trust
  • Identify the advantages of discounted gift trust
  • Explain how discounted gift trusts work
  • Describe the tax implications of using a discounted gift trust
  • Identify the advantages of discounted gift trust
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Approx.30min
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How to make the most of discounted gift trusts
Pexels/George Dolgikh
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Approx.30min
Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.
  1. Discounted gift trusts may be suitable for clients who...
  2. When does the entitlement to the income payments cease?
  3. It is essential for a discounted gift trust to be underwritten
  4. What forms of trust can be used?
  5. Once set up, how often can the level of income be altered?
  6. In the example, if Julie dies seven years after making the gift, what is outside the estate?
    7. To bank your CPD you must sign in or Register.

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