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FOR FINANCIAL ADVISERS ONLY
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Lifestyle Trust

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The mechanics of a flexible carve out trust – The Old Mutual INTERNATIONAL Lifestyle Trust

We often are asked to explain what a ‘carve-out trust is. This is a trust which separates out different interests (or rights), some of which are generally held absolutely for the settlor of the trust.
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The Lifestyle Trust – a modern day trust solution

The Lifestyle Trust is the new discretionary trust being launched for use with an onshore* or offshore bond **. It offers a tax efficient way to leave wealth to future generations. It is designed to help achieve a required balance between access to capital, inheritance tax planning and control over the future distribution of assets, whilst providing a certain amount of flexibility in the future.

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