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Support for your trust planning discussions with your clients
This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about.
This sales aid will help you find the right trust solution for your client.
This sales aid aims to answer any questions you may have about the Lifestyle Trust.
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.
This sales aid aims to answer any questions your clients may have about the Lifestyle Trust.
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.
This support document will provide guidance in completing the second schedule which is part of the Lifestyle Trust deed.
This form needs to be completed when a client requests to change their Policy Fund entitlements.
Complete this deed to set up a Lifestyle Trust (Manx Law version)
Complete this deed to set up a Lifestyle Trust (English Law version)
These scenarios show how the Lifestyle Trust can be considered as part of wealth planning.
This guide shows the options available once a Policy Fund within the Lifestyle Trust has reached its’ vesting date.
This editable document provides trustees with a template to keep track of any changes to entitlement dates.
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