For UK financial advice professionals only, not approved for use by retail customers. Click here for the customer website.

Discounted Gift Trust Discount Calculator

Estimate the potential discount which your client may receive with a Discounted Gift Trust.

  • View the tool online and offline
  • Save as a pdf for your reports

Key Features of our Discounted Gift Trust Discount calculator

Estimate the value

Enter details of your client’s investment, withdrawals and age – our tool will calculate the estimated discount and value of the gift. Remember, we can’t guarantee the discount.

Available online and offline

Add this tool to your favourites and use it even when you’re not online.

Guidance, but not advice

The results of the tool shouldn’t be considered as advice and is to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.