IHTM20423 - Discounted Gift Schemes: list of Companies and Scheme names

Discounted Gift Schemes are offered by a wide variety of providers, including most of the major insurance companies. The schemes are marketed with a variety of names, such as

• Discounted Gift Plan
• Discounted Gift Trust
• Discounted Trust
• Estate Planning Bond
• Estate Preservation Plan
• Inheritance Tax Plan
• Inheritance Protection Plan
• PELF Bond
• PETA Bond
• Reserved Interest Trust
• Retained Interest Trust
• Secure Estate Plan
• Wealth Preservation Bond

If you come across an investment with one of these names then you are probably dealing with a Discounted Gift Scheme and should follow the instructions at IHTM20422.