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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 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.

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 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 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.

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 adviser brochure

  • Type: pdf
  • Ref: 25093
  • Published: 26/01/2022
This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about. 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.