Document library
Download all our latest literature here.
Administrative Forms
- Access medical reports consent (UK)
- Advisory Services Request form
- Asset Exchange Form
- Automatic Exchange of Information (AEOI) - Individual Self-Certification
- Financial Adviser Charging Instruction - Corporate advice
- Financial Adviser Charging Instruction - Trustee Advice
- Financial Adviser Charging Instruction Form - ongoing fees
- Portfolio Bond Dealing Instruction
- Supplementary Declaration for US Nationals
Adviser Information
- 7 Benefits of an Offshore Plan
- Avoiding Isle of Man Probate
- IHT Taper Relief
- Inheritance Tax Planning Problems and Solutions
- Moving to Australia
- Obligations of UK trustees
- Taxation of highly personalised portfolio bonds (PPB) for UK residents
- Time Apportionment Relief
- Top-slicing Relief
- UK Inheritance Tax: Exemptions and reliefs
- UK Statuatory Residence Test Flowchart
- UK Tax Benefits of Using Segmentation
- UK Taxation of an FPIL Policy
- Using a Letter of Wishes with a Discretionary Trust
- What happens to my money?
Trusts
- Additional Loan Agreement
- Avoiding Uncertainty with IHT Planning
- Beneficiary Trust
- Beneficiary Trust: How does it work?
- Chargeable event in a trust
- Deed of Appointment and/or Retirement of Trustees
- Deed to Waive an Outstanding Loan
- Discounted Gift Trust - The Access Fund: How does it work?
- Discounted Gift Trust Deed
- Discounted Gift Trust: Reporting Requirements
- Discretionary Trusts: Periodic and Exit Charges
- Discretionary Trusts: Types of Beneficiaries
- Draft deed of assignment by gift
- Flexible Future Benefits Trust: Option Form
- Gift Trust Deed
- Gift Trust Deed: How does it work?
- Guide to Trusts
- IHT Planning, post spring budget 2024
- Insurance wrappers: Reducing the administrative burden for trustees
- International Flexible Trust
- International Flexible Trust: How does it work?
- Isle of Man Probate Trust
- Isle of Man Probate Trust: How does it work?
- Loan Trust
- Loan Trust - Outstanding Loan
- Loan Trust: How does it work?
- Request to Trustees for Loan Repayment
- The Protection Trust Deed
- Trust FAQs
- Trust Matrix
- Trusts: One size does not fit all
- Which Trust? Regular Payment Plans
- Which Trust? Single Payment Plans