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.