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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 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.

Portfolio Bond Transaction Account Overdraft Limit

  • Type: pdf
  • Ref: 14355
  • Published: 01/12/2021
The published overdraft limit of transaction accounts for applicable portfolio bonds.
This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor.

Offshore Bond Case Study

  • Type: pdf
  • Ref: 18018
  • Published: 25/11/2021
This case study looks at how offshore bonds can help John (a higher rate tax payer) save for his child’s future.
This case study looks at how offshore bonds can help Fred save for his retirement.

Super seven reasons to invest offshore (UK)

  • Type: pdf
  • Ref: 21370
  • Published: 22/11/2021
This document explains the super seven reasons for using an offshore bond – helping you to understand the real benefits they can bring to your client’s financial plan.

The super six sales aid (Chinese)

  • Type: pdf
  • Ref: 21315
  • Published: 29/11/2021
This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor.