Materials to support your trust planning discussions with your clients

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A trust is an indispensable financial planning tool to use with your clients, both to help mitigate tax, and to 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.

Support trust tools 

The subject of trusts is often considered a complex one and can be difficult to talk around, yet it is actually quite easy to understand.  We have created a series of videos to help you understand trusts. 

Understanding trusts

The video below takes you through what a trust is and the main reasons for creating a trust. You can also watch other trust videos on our Techcellence Channel.

The legal and regulatory details shown at the end of this video have been updated since the video was created.

Please click here to view the most recent legal and regulatory details.

Useful links

Informer articles

Support materials 

After you've watched our video, take our short test and receive your self-certification document for your
training records.

Test your knowledge

Trust Decision Tree

Follow this easy-to-use interactive tool to discover which trust could meet your clients’ needs.

The underlying asset

Which bond is right for your client? Visit our product information to read about our investment solutions.

Contact your Old Mutual International consultant to discuss how a trust could be the right option for your clients.

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