Gift Inter Vivos:


Gift Inter Vivos: at a glance

Our Gift Inter Vivos plan pays out a lump on death, during the fixed 7-year term. The amount that would be paid out goes down each year, as the IHT liability due on the gift decreases (in line with taper relief).It is designed to cover the reducing IHT liability due on a gift made that exceeds the IHT Nil Rate Band. Here are the key  details to support your recommendations:
Product featuresDetails
Type of benefitLump sum
Term7 years
Minimum age at entry17
Maximum age at entry79
Maximum age at end of plan term86
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