FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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Discretionary trust

Brochure and reasons why

    • 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 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. 

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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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