The Discounted Gift Bond is aimed at customers wishing to mitigate inheritance tax, whilst retaining a fixed annual income.
When placed under trust, this could provide an ideal solution for your customers who are in or at retirement age.
Key benefits to your clients
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Choice of funds with unlimited free switches (we reserve the right to impose a charge in the future).
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103.75% allocation on investments above £50,000.
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Minimum investment of £25,000 with no upper limit.
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A one-off loyalty bonus of 1% of the fund value at the end of year ten.
What's in it for you?
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Fast underwriting, we aim for 15 working days.
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Flexible commission terms, 1:1 sacrifice (up to 110.75% initial allocation).
Find out more about the funds available and the fund managers.
For more information or quotes please call our desk based consultants on
0845 071 0200 from Mon to Fri 8am - 6pm.
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