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Trusts

In this section, you will find all of our trust literature. Use the links on the left to browse through specific trust literature or see below for our recently updated trust material.

New or recently updated trust documents

  • Best Start in Life Trust client guide

    This guide explains how the Best Start in Life Trust works, who it is suitable for and how to maximise the tax planning opportunities.

    Download
  • Taxation of discretionary trusts - quick reference guide

    This guide will provide you with the calculation steps to enable you to advise trustees of any tax due on their trust along with reporting requirements.

    Download
  • Old Mutual Wealth protection trust

    This form can be used to put your clients death benefit in trust but retain any critical illness benefit for themselves.

    Download

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