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This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about.
How we collect, manage, store and use your clients' personal information.
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 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.
A support document with Lifestyle Trust content that can be incorporated within recommendation letters to clients.
Complete this deed to set up a Lifestyle Trust (English Law version)
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