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FOR FINANCIAL ADVISERS ONLY

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TRUSTS

In this section, you will find all of our trust literature. Use the link below to access our Trust Form Finder Tool and the links on the left to browse through specific trust literature.

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. 

      Download
    • Possible Trust Solutions

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

      Download
    • Adviser Frequently Asked Questions

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

      Download
    • 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.

      Download
    • Client Frequently Asked Questions

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

      Download
    • 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 Example 1

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

      Download
    • How to Complete the Second Schedule Example 2

      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

Discounted Gift Trust

    • How a discounted gift trust can help you

      Download
    • Possible Trust Solutions

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

      Download
    • OMI Best start in life trust

      Download
    • Your guide to UK inheritance tax and trusts

      Guide for UK domicile investors only.

      This guide is designed to give you a basic understanding of inheritance tax and the issues you might face. It looks at various way you could reduce your inheritance tax libability, in order to pass on as much wealth as possible. 

      Download
    • Discounted Gift Trust - Reasons 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 Discounted Gift trust for an Old Mutual International offshore bond. You will, of course, need to relate these to your clients’ own circumstances. You are responsible for ensuring your recommendation letters comply with the rules and guidance issued by your regulatory body. Old Mutual International cannot accept any responsibility in this respect.

      Download
    • Letter of wishes - example wording

      Download
    • DGT declaration of continuing good health

      Download
    • Discounted Gift Trust with International Portfolio Bond Guidance Notes

      Guidance notes to accompany the application form for investors wishing to start a discounted gift trust with an International Portfolio Bond.

      Download
    • Discounted Gift Trust Application with International Portfolio Bond

      Please use this application for setting up a Discounted Gift Trust with an International Portfolio Bond.

      For use with bare and discretionary versions.

      Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for individual investors or click here for entity investors

      Download

Loan Trust

    • 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.

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    • 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 trusts by Old Mutual International Trust Company (UK domiciles)

      This document explains some of the benefits of Trusts and how the professional trustee service provided by Old Mutual International Trust Company can take the effort out of managing your trust fund. 

      Download
    • Your guide to an Old Mutual International excluded property trust

      For non-UK domiciles moving permanently to or currently living in the UK. 

      The aim of this document is to explain the benefits of an excluded property trust and why an Old Mutual International excluded property trust may be a suitable tax planning option to meet your needs. 

      Not for use in Hong Kong and Singapore.

      Download
    • Your guide to UK inheritance tax and trusts

      Guide for UK domicile investors only.

      This guide is designed to give you a basic understanding of inheritance tax and the issues you might face. It looks at various way you could reduce your inheritance tax libability, in order to pass on as much wealth as possible. 

      Download
    • Possible Trust Solutions

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

      Download
    • Letter of Distribution

      Download
    • Reasons why - Old Mutual International Trust Company Enhanced Loan Trust

      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 Trust Company Enhanced Loan Trust for an Old Mutual International Isle of Man offshore bond.

      Download
    • Letter of wishes - example wording

      Download
    • Additional loan agreement and acknowledgement of receipt of loan by trustees

      Download
    • Request to Trustees

      Download
    • Additional loan agreement with limited liability and acknowledgement of receipt of loan by trustees

      Download

Old Mutual International Trust Company

    • A guide to trusts by Old Mutual International Trust Company (UK domiciles)

      This document explains some of the benefits of Trusts and how the professional trustee service provided by Old Mutual International Trust Company can take the effort out of managing your trust fund. 

      Download
    • Adviser application OMITC inc ToB

      Download
    • OMI Trust Company - Policy Statement

      Download
    • Discretionary investment manager app (OMITC)

      Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for individual investors.

      Download
    • OMITC client agreement

      Download
    • OMITC client agreement (loan trust)

      Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for individual investors.

      Download
    • OMITC Loan Trust Manx Law Bare Version

      Download
    • OMITC client agreement - loan trust with investment direction

      Download
    • OMITC Loan Trust Manx – Discretionary and Investment direction

Absolute trust

    • Possible Trust Solutions

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

      Download
    • Reason Why - Old Mutual International Absolute Trust

      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 Absolute trust for an Old Mutual International offshore bond.

      Download
    • Letter of wishes - example wording

      Download
    • Your guide to UK inheritance tax and trusts

      Guide for UK domicile investors only.

      This guide is designed to give you a basic understanding of inheritance tax and the issues you might face. It looks at various way you could reduce your inheritance tax libability, in order to pass on as much wealth as possible. 

      Download

Discretionary trust

    • Possible Trust Solutions

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

      Download
    • Reason why - Old Mutual International Discretionary Trust

      This document suggets some of the reasons that you may wish ot incorporate within your recommendation letters for your UK resident clients, who wish to use an Old Mutual International Discretionary trust for an Old Mutual International offshore bond. 

      Download
    • Letter of wishes - example wording

      Download
    • Your guide to UK inheritance tax and trusts

      Guide for UK domicile investors only.

      This guide is designed to give you a basic understanding of inheritance tax and the issues you might face. It looks at various way you could reduce your inheritance tax libability, in order to pass on as much wealth as possible. 

      Download

Best Start in Life Trust

    • Letter of wishes - example wording

      Download
    • Reasons why - Old Mutual International Best start in life trust

      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 Best Start Trust for an Old Mutual International offshore bond.

      Download
    • Your guide to UK inheritance tax and trusts

      Guide for UK domicile investors only.

      This guide is designed to give you a basic understanding of inheritance tax and the issues you might face. It looks at various way you could reduce your inheritance tax libability, in order to pass on as much wealth as possible. 

      Download
    • OMI Best start in life trust

      Download

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