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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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  • 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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  • How to compete 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 Reasons Why

    A support document with Lifestyle Trust content that can be incorporated within recommendation letters to clients.

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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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