FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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Materials to support your trust planning discussions with your clients

International Adviser LIFE AWARDS 2016 - Winner EUROPE - best trust/estate planning product  International Adviser LIFE AWARDS 2016 - Winner Middle East - best new product International Adviser LIFE AWARDS 2016 - Winner Singapore - best trust/estate planning product International Investment - International Fund and Product awards - Best International Trust and Estate Planning Product International Adviser LIFE AWARDS 2016 - Winner Hong Kong - best trust/estate planning product

A trust can be an indispensable financial planning tool to use with your clients, both to help mitigate tax, and to help give control over how and when wealth is distributed. It can deliver a powerful solution when used alongside an offshore bond, which can be held as an underlying asset of the trust.

For advisers, as well as the tax advantages, trusts offer an opportunity to fulfil clients’ wishes and set their minds at rest, cementing long-term plans and strengthening the adviser/client relationship.

Trustability support resources

Our Trustability hub resources are designed to make writing trust business as straightforward as possible – from identifying opportunities, to understanding local laws and obtaining the right trust documentation.

Access videos, a guide to trusts, case studies, FAQ's and adviser testimonials to understand why using our Old Mutual International Trust Company could be the right option for your clients.

Find the appropriate trust for your client, using the Trust Decision Tree and then find the necessary forms to set up the trust by using the Form Finder.

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Our Old Mutual International Trust Company 

Our independent trust company, can be appointed to deal with the assets of a trust in a professional and unbiased manner in accordance with your client’s wishes.

Find out more

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