Wrap Downloads

Trust Downloads

	Guide to trusts An introduction to using trusts and the RL360° trust range			Which trust sales aidAsks you key questions to help decide which may be the most appropriate trust for your client
	Using a letter of wishesThis sales aid explains when a Settlor might wish to consider writing a letter of wishes to the trustees of a discretionary trust			Isle of Man Probate Trust deedA trust designed for individuals who wish to avoid the need to Isle of Man Probate upon their death. It also avoids the need to obtain Probate in the UK
	Gift Trust deedOur Discounted Gift Trust is suitable for clients who may require IHT planning, an income for life and additional capital that can be recalled or gifted depending on future circumstances			Discounted Gift Trust deedOur Discounted Gift Trust is suitable for clients who may require IHT planning, an income for life and additional capital that can be recalled or gifted depending on future circumstances
	Discounted Gift Trust health questionnaireHealth questions for all clients applying for a Discounted Gift Trust			Guide to completing the Discounted Gift Trust deedHelp with completing our Discounted Gift Trust deed
	Discounted Gift Trust reporting requirementsDetails which chargeable transfers need to be reported to HMRC			Loan Trust deedThe Loan Trust enables the Settlor(s) to make a gift of the growth of their investment and still retain control over the original capital. The trust is available as a Bare or Flexible Trust
	Loan Trust (joint settlor) deedDeed for joint Settlors			Request to Trustees for Loan RepaymentThis document is used in conjunction with the Loan Trust only. It is a request from the Settlor to the Trustees for Loan Repayments to commence.
	Gift Trust case studyA case study to illustrate the workings and possible benefits of the Gift Trust.			Isle of Man Probate Trust case studyA case study to illustrate the workings and possible benefits of the Isle of Man Probate Trust.
	Loan Trust case studyA case study to illustrate the workings and possible benefits of the Loan Trust.			Discounted Gift Trust Client SummaryA summary providing general information about the trust and UK inheritance tax.
	Discounted Gift Trust Guide for Financial AdvisersA guide which explains the general features of the trust and how it works.

Offshore Bond Guides

	Guide to offshore bonds An introduction to Offshore Bonds, their investment flexibility and taxation			Guide to offshore bonds for trusteesHow trustees can use offshore bonds as an investment vehicle
	Guide to offshore bonds for UK resident companiesHow UK resident companies can use offshore bonds as an investment vehicle			UK taxation of offshore bondsHow offshore bonds are taxed in the UK
	Source of Wealth Evidence & Guidance NotesA guide that sets out what documentary evidence is required (dependent on premium level) to support details of the source of wealth which is detailed in the application form

RL360°

Corporate brochureAn introduction to RL360°