FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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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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