FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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Best Start in Life Trust

Brochures and reasons why

    • Letter of wishes - example wording

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    • 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.

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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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    • OMI Best start in life trust

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