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FOR FINANCIAL ADVISERS ONLY

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Loan Trust

Brochures

    • A guide to Old Mutual International Loan Trust - Discretionary Version

      This guide is designed for the 'settlor' but may also be of interest to the trustee and legal personal representitives. This guide is for a Old Mutual International Isle of Man Loan Trust - Discretionary version.

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    • A guide to Old Mutual International Loan Trust - Bare Version

      This guide is designed for the 'settlor' but may also be of interest to the trustee and legal personal representitives. This guide is for a Old Mutual International Isle of Man Loan Trust - Bare version.

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    • A guide to trusts by Old Mutual International Trust Company (UK domiciles)

      This document explains some of the benefits of Trusts and how the professional trustee service provided by Old Mutual International Trust Company can take the effort out of managing your trust fund. 

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    • Your guide to an Old Mutual International excluded property trust

      For non-UK domiciles moving permanently to or currently living in the UK. 

      The aim of this document is to explain the benefits of an excluded property trust and why an Old Mutual International excluded property trust may be a suitable tax planning option to meet your needs. 

      Not for use in Hong Kong and Singapore.

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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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    • Possible Trust Solutions

      This sales aid will help you find the right trust solution for your client.

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Reasons why and letter of wishes

    • Letter of Distribution

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    • Reasons why - Old Mutual International Trust Company Enhanced Loan 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 Trust Company Enhanced Loan Trust for an Old Mutual International Isle of Man offshore bond.

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    • Letter of wishes - example wording

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Loan Trust forms

    • Additional loan agreement and acknowledgement of receipt of loan by trustees

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    • Request to Trustees

      Download
    • Additional loan agreement with limited liability and acknowledgement of receipt of loan by trustees

      Download

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