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FOR FINANCIAL ADVISERS ONLY
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Trusts

In this section, you will find all of our trust literature. Use the link below to access our Trust Form Finder Tool and the links on the left to browse through specific trust literature.

Lifestyle trust

    • Old Mutual Wealth Lifestyle Trust adviser brochure

      This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about. 

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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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    • Adviser Frequently Asked Questions

      This sales aid aims to answer any questions you may have about the Lifestyle Trust.

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    • Old Mutual Wealth Lifestyle Trust client brochure

      This brochure helps explain for your clients how the Lifestyle Trust can be used for inheritance tax planning with either an Old Mutual Wealth, Old Mutual International Isle of Man or Old Mutual International Ireland bond.

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    • Client Frequently Asked Questions

      This sales aid aims to answer any questions your clients may have about the Lifestyle Trust.

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    • Lifestyle Trust Reasons Why

      This document suggests some of the reasons you may have recommended the Old Mutual Wealth Lifestyle Trust which you may wish to incorporate within your recommendation letters.

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    • How to complete the second schedule

      This support document will provide guidance in completing the second schedule which is part of the Lifestyle Trust deed. 

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    • Deferring a policy fund entitlement

      This form needs to be completed when a client requests to change their Policy Fund entitlements.

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    • Lifestyle Trust Deed (Manx Law)

      Complete this deed to set up a Lifestyle Trust (Manx Law version)

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    • Lifestyle Trust Deed (English Law)

      Complete this deed to set up a Lifestyle Trust (English Law version)

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    • Lifestyle Trust case studies

      These scenarios show how the Lifestyle Trust can be considered as part of wealth planning.

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    • Lifestyle Trust - options at vesting date

      This guide shows the options available once a Policy Fund within the Lifestyle Trust has reached its’ vesting date.

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    • Old Mutual Wealth Lifestyle Trust Policy Fund tracker

      This editable document provides trustees with a template to keep track of any changes to entitlement dates.

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Brochures and Sales Aids

    • Your two step guide to setting up an OMI Excluded Property Trust

      Client-facing guide explaining how to set up an Old Mutual International Excluded Property Trust.

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    • A guide to trusts for international investors

      Safeguard your investments for the future with Old Mutual International Trust Company.

      Not for use in UK, Hong Kong or Singapore.

      Download

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