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TRUSTS

In this section, you will find all of our trust literature for Old Mutual International Ireland. 

For Old Mutual International Isle of Man bonds, please use the Trust Form Finder Tool to obtain trust documents.

Lifestyle trust

    • Old Mutual Wealth Lifestyle Trust adviser brochure

      This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about. 

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    • Possible Trust Solutions

      This sales aid will help you find the right trust solution for your client.

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    • Adviser Frequently Asked Questions

      This sales aid aims to answer any questions you may have about the Lifestyle Trust.

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    • Old Mutual Wealth Lifestyle Trust client brochure

      This brochure helps explain for your clients how the Lifestyle Trust can be used for inheritance tax planning with either an Old Mutual Wealth, Old Mutual International Isle of Man or Old Mutual International Ireland bond.

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    • Client Frequently Asked Questions

      This sales aid aims to answer any questions your clients may have about the Lifestyle Trust.

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    • Lifestyle Trust Reasons Why

      This document suggests some of the reasons you may have recommended the Old Mutual Wealth Lifestyle Trust which you may wish to incorporate within your recommendation letters.

      Download
    • How to complete the second schedule

      This support document will provide guidance in completing the second schedule which is part of the Lifestyle Trust deed. 

      Download
    • Deferring a policy fund entitlement

      This form needs to be completed when a client requests to change their Policy Fund entitlements.

      Download
    • Lifestyle Trust Deed (Manx Law)

      Complete this deed to set up a Lifestyle Trust (Manx Law version)

      Download
    • Lifestyle Trust Deed (English Law)

      Complete this deed to set up a Lifestyle Trust (English Law version)

      Download
    • Lifestyle Trust case studies

      These scenarios show how the Lifestyle Trust can be considered as part of wealth planning.

      Download
    • Lifestyle Trust - options at vesting date

      This guide shows the options available once a Policy Fund within the Lifestyle Trust has reached its’ vesting date.

      Download
    • Old Mutual Wealth Lifestyle Trust Policy Fund tracker

      This editable document provides trustees with a template to keep track of any changes to entitlement dates.

      Download

Ireland Trusts

    • Discretionary Trust Deed - (English Law) Settlor included

      Please note this trust deed is English Law and only for use with Old Mutual International Ireland investments. If you require a Discretionary Trust Deed under Manx (Isle of Man) Law, please visit our trust form finder.

      Download
    • Discretionary Trust Deed - (English Law) Settlor excluded

      Please note this trust deed is English Law and only for use with Old Mutual International Ireland investments. If you require a Discretionary Trust Deed under Manx (Isle of Man) Law, please visit our trust form finder.

      Download
    • Discounted Gift Trust Deed (English Law - Discretionary version)

      Please note this trust deed is English Law and only for use with Old Mutual International Ireland investments. If you require a Discounted Gift Trust Deed under Manx (Isle of Man) Law, please visit our trust form finder.

      Download
    • Discounted Gift Trust Deed - (English Law - Bare version)

      Please note this trust deed is English Law and only for use with Old Mutual International Ireland investments. If you require a Discounted Gift Trust Deed under Manx (Isle of Man) Law, please visit our trust form finder.

      Download
    • Discouted Gift Trust - Additional medical questionnaire

      This form should be used if you are wishing to set up an Old Mutual International Ireland Discounted Gift Trust. 

      Download
    • Discounted Gift Trust - Health questions and general practitioner's report

      This form should be used if you are wishing to set up an Old Mutual International Ireland Discounted Gift Trust. 

      Download
    • Loan Trust (Bare and Discretionary version) Reason Why Document

      This document suggests some of the reasons that you may wish to incorporate within your recommendation letters for your UK resident clients who wish to use an Old Mutual International Loan Trust for an Old Mutual International Offshore Bond.

      Download
    • Loan Trust Deed - (English Law - Bare version)

      Please note this trust deed is English Law and only for use with Old Mutual International Ireland investments. If you require a Loan Trust Deed under Manx (Isle of Man) Law, please visit our trust form finder.

      Download
    • Loan Trust Deed - (English Law - Discretionary version)

      Please note this trust deed is English Law and only for use with Old Mutual International Ireland investments. If you require a Loan Trust Deed under Manx (Isle of Man) Law, please visit our trust form finder.

      Download
    • Absolute Trust Deed - (English Law)

      Please note this trust deed is English Law and only for use with Old Mutual International Ireland investments. If you require a Absolute Trust Deed under Manx (Isle of Man) Law, please visit our trust form finder.

      Download

Brochures and Sales Aids

    • A guide to trusts for international investors

      Safeguard your investments for the future with Old Mutual International Trust Company.

      Not for use in UK, Hong Kong or Singapore.

      Download
    • A guide to Old Mutual International Loan Trust - Bare Version

      This guide is designed for the 'settlor' but may also be of interest to the trustee and legal personal representitives. This guide is for a Old Mutual International Isle of Man Loan Trust - Bare version.

      Download
    • A guide to Old Mutual International Loan Trust - Discretionary Version

      This guide is designed for the 'settlor' but may also be of interest to the trustee and legal personal representitives. This guide is for a Old Mutual International Isle of Man Loan Trust - Discretionary version.

      Download
    • Your two step guide to setting up an OMI Excluded Property Trust

      Client-facing guide explaining how to set up an Old Mutual International Excluded Property Trust.

      Download

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