Skip to main content
Log in

Literature library

Filter

Category
Literature type
This form is for use with the Lifestyle Trust only, and where the bond being placed into trust is an Utmost Wealth Solutions bond (Evolution, Selection and Delegation products only).

Lifestyle Trust – options at vesting date

  • Type: pdf
  • Ref: 25104
  • Published: 26/01/2022
The Lifestyle Trust is available for use with Quilter International bonds and Utmost Wealth Solutions bonds.

Lifestyle Trust client FAQs

  • Type: pdf
  • Ref: 25098
  • Published: 26/01/2022
This question and answer document aims to answer any questions you may have about the Lifestyle Trust. The Lifestyle Trust is available for use with Quilter International bonds and Utmost Wealth Solutions bonds.

Lifestyle Trust adviser FAQs

  • Type: pdf
  • Ref: 12244
  • Published: 26/01/2022
This sales aid aims to answer any questions you may have about the Lifestyle Trust. The Lifestyle Trust is available for use with Quilter International bonds and Utmost Wealth Solutions bonds.

Deferring a policy fund entitlement

  • Type: pdf
  • Ref: 25162
  • Published: 26/01/2022
This form needs to be completed when a client requests to change their Policy Fund entitlements. The Lifestyle Trust is available for use with Quilter International bonds and Utmost Wealth Solutions bonds.

Lifestyle Trust client brochure

  • Type: pdf
  • Ref: 25096
  • Published: 26/01/2022
This brochure helps explain how the Lifestyle Trust can be used for inheritance tax planning with either an Quilter International Isle of Man or Quilter International Ireland bond. The Lifestyle Trust can be used with either an Quilter International or Utmost Wealth Solutions bonds.

Lifestyle Trust reasons why

  • Type: pdf
  • Ref: 25095
  • Published: 26/01/2022
This document suggests some of the reasons you may have recommended the Lifestyle Trust which you may wish to incorporate within your recommendation letters. The Lifestyle Trust is available for use with Quilter International bonds and Utmost Wealth Solutions bonds.

Lifestyle Trust deed (Manx Law – Discretionary version)

  • Type: pdf
  • Ref: 25094
  • Published: 26/01/2022
Complete this deed to set up a Lifestyle Trust (Manx Law version). The Lifestyle Trust is available for use with Quilter International bonds and Utmost Wealth Solutions bonds.

Letter of wishes Quilter International Trust Company

  • Type: pdf
  • Ref: 5864
  • Published: 26/01/2022

Lifestyle trust case studies

  • Type: pdf
  • Ref: 25106
  • Published: 26/01/2022
These scenarios show how the Lifestyle Trust can be considered as part of wealth planning. The Lifestyle Trust is available for use with Quilter International bonds and Utmost Wealth Solutions bonds.

You guide to the UK Trust Register changes – Client version

  • Type: pdf
  • Ref: 25067
  • Published: 07/03/2022
This guide explains the UK Trust Register changes and whether the trust that you created (as the settlor) or that you look after (as a trustee) needs to be registered and how to do it.

Your guide to the UK Trust Register changes – Adviser version

  • Type: pdf
  • Ref: 25012
  • Published: 07/03/2022
This simple guide is for financial advisers who have trust business, and aims to help you understand the UK Trust Register changes that came in on 1 September 2021, how you and your clients maybe impacted, and what you need to do.