UTMOST INTERNATIONAL ISLE OF MAN LIMITED
A flexible international portfolio bond that can be adapted to meet your clients’ changing needs throughout their lives.
Evolution is designed for medium to long term investment (5-10 years or longer), and can be used to grow, manage and preserve your clients’ wealth, even enabling them to pass it on for the benefit of future generations.
With Evolution you can aim to help your clients reach their growth, income or tax-planning targets with a range of investments, all managed in one place.
YOUR CLIENTS CAN
- Defer tax on any investment growth until a convenient time
- Switch funds to respond to market changes
- Combine it with a trust for inheritance tax planning
Your clients might want to set up Evolution and a trust at the same time. Or, if they’d like to start their inheritance tax planning later on, they can set up Evolution first and then assign it into a trust in the future.
- Designed for medium to long-term investment, so 5-10 years or longer
- Available in pounds sterling, US dollars or euros
- Available with a minimum investment of £50,000, US$100,000 or €75,000