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.
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.
The video below takes you through what a trust is and the main reasons for creating a trust.
After you've watched our video, take our short test and receive your self-certification document for your training records.
Trust Decision Tree
Follow this easy-to-use interactive tool to discover which trust could meet your clients’ needs.
Contact your Old Mutual International consultant to discuss how a trust could be the right option for your clients.