Calculate potential Inheritance Tax liabilities when establishing a discretionary Gift Trust, discretionary Discounted Gift Trust or discretionary Loan Trust.
Enter your client’s details and see both the immediate tax charge and the additional tax charge on death within 7 years.
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To save the results as a pdf you’ll need to print them as a pdf. Find out how in our Handy Hints and Tips Guide (PDF).
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.