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.