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Market: Europe Expat

Asset Type: Tax and regulatory Literature/technical sales aids and literature

Documents

Title	Description	Insurer	Language	Product	Regime	Process	Excerpt
Tax Declaration and Self-Certification for Trusts	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust.	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	Making a change to your policy, New Policy	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust. Tax and regulatory Literature/technical sales aids and literature Tax Declaration and Self-Certification for Trusts UTSQ PR \| 20885
Lifestyle Trust Adviser Brochure	This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about.	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	New Policy	This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about. Tax and regulatory Literature/technical sales aids and literature Lifestyle Trust Adviser Brochure UWSQ PR \| 25093
Education Fees Planning Case Study	This document informs clients how they can plan to pay their grandchildren’s education fees	Utmost International - IoM	English (EN)	Non Product Specific	FOS	Making a change to your policy	This document informs clients how they can plan to pay their grandchildren’s education fees Tax and regulatory Literature/technical sales aids and literature Education Fees Planning Case Study AWI PR 0008
Request a Withdrawal on Wealth Interactive Guide	This guide demonstrates how you can request a one-off withdrawal in three easy steps through Wealth Interactive.	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	Surrender or Claim	This guide demonstrates how you can request a one-off withdrawal in three easy steps through Wealth Interactive. Tax and regulatory Literature/technical sales aids and literature Request a Withdrawal on Wealth Interactive Guide UWSQ PR \| 19515
The Super Six – Tax Benefits of a Portfolio Bond for UK Expatriates	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.	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	New Policy	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. Tax and regulatory Literature/technical sales aids and literature The Super Six – Tax Benefits of a Portfolio Bond for UK Expatriates UWSQ PR \| 18985
Tax Information for Irish Residents	This document provides a high-level summary of the tax that applies to a life or redemption bond issued by a UK, Isle of Man or Ireland Insurer when held by a policyholder who becomes resident in Ireland.	Utmost Wealth Solutions	English (EN)	Non Product Specific		New Policy	This document provides a high-level summary of the tax that applies to a life or redemption bond issued by a UK, Isle of Man or Ireland Insurer when held by a policyholder who becomes resident in Ireland. Tax and regulatory Literature/technical sales aids and literature Tax Information for Irish Residents UWSQ PR \| 13464
Qualifying Non-UK Pension Scheme Brochure – for a Flexible Future	This brochure provides information about overseas pension schemes that comply with Qualifying Non-UK Pension Scheme rules.	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS	New Policy	This brochure provides information about overseas pension schemes that comply with Qualifying Non-UK Pension Scheme rules. Tax and regulatory Literature/technical sales aids and literature Qualifying Non-UK Pension Scheme Brochure – for a Flexible Future UWSQ PR \| 08077
Technical Sales Briefing – Personal Portfolio Bonds	This Technical Briefing – Personal Portfolio Bonds outlines what constitutes a PPB, considers in detail how such policies are taxed and looks at some other related areas that an adviser may wish to understand.	Utmost Wealth Solutions	English (EN)	Non Product Specific	FOS		This Technical Briefing – Personal Portfolio Bonds outlines what constitutes a PPB, considers in detail how such policies are taxed and looks at some other related areas that an adviser may wish to understand. Tax and regulatory Literature/technical sales aids and literature Technical Sales Briefing – Personal Portfolio Bonds UWS PR 00419
Tax and Other Important Information for Gibraltar	This document provides the policyholder with important information before investing in the European Executive Investment Bond, European Collective Investment Bond or the European Capital Account provided by Utmost PanEurope dac.	Utmost PanEurope	English (EN)	European Executive Investment Bond – PRIIPs	FOS	New Policy	This document provides the policyholder with important information before investing in the European Executive Investment Bond, European Collective Investment Bond or the European Capital Account provided by Utmost PanEurope dac. Tax and regulatory Literature/technical sales aids and literature Tax and Other Important Information for Gibraltar UPEQ PR \| 08891
Tax and Other Important Information Guide for Cyprus	This document provides the applicant with important information before investing in the European Executive Investment Bond and the European Collective Investment Bond provided by Quilter International Ireland dac.	Utmost PanEurope	English (EN)	European Executive Investment Bond – PRIIPs	FOS	New Policy	This document provides the applicant with important information before investing in the European Executive Investment Bond and the European Collective Investment Bond provided by Quilter International Ireland dac. Tax and regulatory Literature/technical sales aids and literature Tax and Other Important Information Guide for Cyprus UPEQ PR \| 05716
Tax and Other Information Guide for Residents of the European Economic Area	This document is designed for habitual residents of EEA countries (EU countries plus Iceland, Norway and Liechtenstein). Please refer to our other country specific documents, which are available on our website.	Utmost PanEurope	English (EN)	European Executive Investment Bond – PRIIPs	FOS	New Policy	This document is designed for habitual residents of EEA countries (EU countries plus Iceland, Norway and Liechtenstein). Please refer to our other country specific documents, which are available on our website. Tax and regulatory Literature/technical sales aids and literature Tax and Other Information Guide for Residents of the European Economic Area UPEQ PR \| 03378
Taxation of an Offshore Life Assurance Policy for your Non-Israeli Resident Clients Moving or Returning to Israel	An explanation of the taxation of an offshore life assurance policy for your non-Israeli resident clients moving or returning to Israel.	Utmost International - IoM	English (EN)	Non Product Specific	FOS	New Policy	An explanation of the taxation of an offshore life assurance policy for your non-Israeli resident clients moving or returning to Israel. Tax and regulatory Literature/technical sales aids and literature Taxation of an Offshore Life Assurance Policy for your Non-Israeli Resident Clients Moving or Returning to Israel ULQ PR \| 12851
Taxation of an Offshore Life Assurance Policy Purchased Outside of Israel by an Israeli Resident	This document provides an explanation of the taxation of an offshore Utmost International Isle of Man Limited life assurance policy purchased outside of Israel by an Israeli resident.	Utmost International - IoM	English (EN)	Non Product Specific	FOS	New Policy	This document provides an explanation of the taxation of an offshore Utmost International Isle of Man Limited life assurance policy purchased outside of Israel by an Israeli resident. Tax and regulatory Literature/technical sales aids and literature Taxation of an Offshore Life Assurance Policy Purchased Outside of Israel by an Israeli Resident ULQ PR \| 12849
Non-Resident Indian Estate Planning	A client-facing guide to using an Utmost International Isle of Man offshore bond for estate planning for non-resident Indian investors.	Utmost International - IoM	English (EN)	Non Product Specific	FOS	New Policy	A client-facing guide to using an Utmost International Isle of Man offshore bond for estate planning for non-resident Indian investors. Tax and regulatory Literature/technical sales aids and literature Non-Resident Indian Estate Planning ULQ PR \| 12517

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