FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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Sales Aids

  • Possible Trust Solutions

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

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  • 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.

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  • Letter of wishes - example wording

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  • 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. 

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