Step 3.
Important Notes
Upon receipt of an application for our Discounted Gift Trust, RL360 will underwrite all applicants.
This calculator is for illustrative purposes only and may not be
representative of the actual discount suggested after an individual has been
underwritten in accordance with current HMRC guidelines. RL360 will not offer an underwriting service to any client aged 85 or
over.
For joint settlors, HMRC regarded each as making a gift equivalent to 50% of
the total investment. However, the value of each individual's gift must be
discounted in accordance with their own personal circumstances. For this
reason, the calculator will only provide sample figures for one individual
rather than on a joint basis. Should you require a more detailed
illustration, our Sales Support
Team can provide these on both individual and joint basis.