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FOR FINANCIAL ADVISERS ONLY

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Lifestyle Trust

  • Old Mutual Wealth Lifestyle Trust adviser brochure

    This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about. 

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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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  • Adviser Frequently Asked Questions

    This sales aid aims to answer any questions you may have about the Lifestyle Trust.

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  • Old Mutual Wealth Lifestyle Trust client brochure

    This brochure helps explain for your clients how the Lifestyle Trust can be used for inheritance tax planning with either an Old Mutual Wealth, Old Mutual International Isle of Man or Old Mutual International Ireland bond.

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  • Client Frequently Asked Questions

    This sales aid aims to answer any questions your clients may have about the Lifestyle Trust.

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  • Lifestyle Trust Reasons Why

    This document suggests some of the reasons you may have recommended the Old Mutual Wealth Lifestyle Trust which you may wish to incorporate within your recommendation letters.

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  • How to complete the second schedule Example 1

    This support document will provide guidance in completing the second schedule which is part of the Lifestyle Trust deed. 

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  • How to Complete the Second Schedule Example 2

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  • Deferring a policy fund entitlement

    This form needs to be completed when a client requests to change their Policy Fund entitlements.

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  • Lifestyle Trust Deed (Manx Law)

    Complete this deed to set up a Lifestyle Trust (Manx Law version)

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  • Lifestyle Trust Deed (English Law)

    Complete this deed to set up a Lifestyle Trust (English Law version)

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  • Lifestyle Trust case studies

    These scenarios show how the Lifestyle Trust can be considered as part of wealth planning.

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  • Lifestyle Trust - options at vesting date

    This guide shows the options available once a Policy Fund within the Lifestyle Trust has reached its’ vesting date.

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  • Old Mutual Wealth Lifestyle Trust Policy Fund tracker

    This editable document provides trustees with a template to keep track of any changes to entitlement dates.

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