This site is for financial advisers only, Click here for the consumer site.

Share
Print
Print Share

Discretionary trust

  • 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
  • Customer privacy notice

    How we collect, manage, store and use your clients' personal information. 

    Download
  • Business Assurance Trust (Scottish Law) Settlor Excluded

    Download
  • Old Mutual Wealth Discretionary Trust reasons why (Settlor Included)

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

    Download
  • Draft letter of wishes

    This document is provided as a draft for consideration by the settlor'/settlors' legal advisers.

    Download
  • Discretionary Trust (Scots Law) Settlor Excluded

    Download
  • Best Start in Life Trust - Draft deed to appoint policies from a discretionary into a bare trust

    This document can be used to appoint all or some of the policies onto a bare trust before the trustees encash to ensure any chargeable event falls on the minor beneficiary. To set up a Best Start in Life Trust please use the Discretionary Trust, Settlor excluded.

    Download
  • 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
  • Discretionary trust (Scots Law) Settlor Included

     

    Download
  • Old Mutual Wealth discretionary trust reasons why (Settlor Excluded)

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

    Download
  • Discretionary trust (English Law, settlor included)

    Trust deed for the Discretionary Trust

    Download
  • Old Mutual Wealth discretionary business assurance trust (English Law, settlor excluded)

    Discretionary trust for use with shareholder or partnership protection.

    Download
  • Discretionary Trust (English Law, Settlor Excluded)

    Discretionary trust allowing trustees discretion regarding to whom and when any benefit is paid.

    Download

Financial Adviser Verification