by John Williams | Jul 25, 2025 | Inheritance, Trusts
What is a Discounted Gift Trust & how do they work? Discounted Gift Trusts (DGTs) allow you to move a lump sum out of your estate while still receiving regular withdrawals. It’s a common tool for inheritance tax planning, especially for those with access to... 
by John Williams | Jul 25, 2025 | Inheritance, Trusts
Both Discounted Gift Trusts and Loan Trusts are used to reduce inheritance tax. But, each trust has its own tax reduction mechanisms, rules and considerations. In this short article, we discuss the differences and offer an overview of Discounted Gift Trusts and Loan... 
by John Williams | Jul 24, 2025 | Inheritance, Trusts
Trusts can play a big part in the inheritance tax planning process. In this article, the types of trusts covered include; Discounted Gift Trusts, Loan Trusts, and Flexible Reversionary Trusts. Each could help reduce your estate’s value while allowing varying... 
by John Williams | Jul 19, 2025 | Inheritance, Trusts
A Flexible Reversionary Trust lets you gift money into a trust while keeping the option to receive scheduled withdrawals. It’s a popular estate planning tool for those who want to reduce inheritance tax without cutting themselves off from the money completely. What... 
by John Williams | Jul 17, 2025 | Inheritance, Trusts
A Flexible Reversionary Trust allows you to pass on wealth in a tax-efficient way. In summary, these trusts can be an effective tool for reducing or eliminating any inheritance tax levied on your estate. If you’re keen to learn more about Flexible Reversionary...