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FOR FINANCIAL ADVISERS ONLY

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Discounted Gift Trust

Brochures and sales aids

    • How a discounted gift trust can help you

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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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    • OMI Best start in life trust

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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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Reasons why and letter of wishes

    • 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.

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    • Letter of wishes - example wording

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Applications and guidance notes

    • DGT declaration of continuing good health

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    • 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.

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    • 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

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