FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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  • 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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