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Discounted Gift Trust Discretionary Trust Declaration form Please use black ink and write in CAPITAL LETTERS or tick 4 as appropriate. Any corrections must be initialled* Please do not use correction fluid as this will invalidate your application* About this form Neither The Prudential Assurance Company Limited Prudential International Assurance plc or Prudential International Assurance plc UK Branch can accept responsibility for the use of this draft form as its suitability depends upon each...

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What is discounted gift trust form?

A discounted gift trust form is a document that allows a person to transfer assets into a trust while retaining the right to receive income from the trust for a certain period of time. The value of the gifted assets is discounted for gift tax purposes.

Who is required to file discounted gift trust form?

The person who creates the discounted gift trust is required to file the form with the appropriate tax authorities.

How to fill out discounted gift trust form?

To fill out the discounted gift trust form, you will need to provide information about the trust, the assets being transferred, and the beneficiaries. It is recommended to seek the assistance of a tax professional to ensure accurate completion.

What is the purpose of discounted gift trust form?

The purpose of the discounted gift trust form is to facilitate the transfer of assets while minimizing the potential gift tax liability by utilizing valuation discounts.

What information must be reported on discounted gift trust form?

The discounted gift trust form typically requires information such as the name of the trust, the names and addresses of the settlor and beneficiaries, a description of the gifted assets, and the valuation method used to determine the discount.

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