20 May

Discounted Gift Trusts and Investment Strategies

In this webinar, Kim Jarvis, Technical Manager from the Canada Life ican Technical Services team, will explain the structure and benefits of gift trusts, including a reduction in IHT as well as providing a tax efficient income.

It qualifies you for CPD and will cover:

  • Why to use a discounted gift trust.
  • Life of a discounted gift trust.
  • Periodic and exit charges.
  • Advantages & Disadvantages.
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20th May 2020

11:00 am - 11:30 am

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