ROBUST, REGULATED,
TAX-EFFICIENT

Clients have the flexibility to select from a vast array of funds tailored to meet medium to long-term goals, spanning 5 to 10 years or beyond, and can easily switch between funds to adapt to market fluctuations. Additionally, they can leverage an investment platform, opt for discretionary management services, and integrate trusts for effective inheritance planning.

Our solutions offer the dual benefits of facilitating wealth transfer while providing an income for your clients. Through our trusts, clients can manage their investments conveniently in one place, benefiting from a diverse range of options, with the added advantage of potential tax efficiency.

We also have solutions that have been built specifically for use with discretionary fund managers, relieving clients of the responsibility and administrative tasks associated with overseeing their portfolios. This approach aligns the clients’ financial objectives, allowing for a more precise customisation to their income and growth requirements.

Our trusts could play an integral role in your clients’ UK inheritance planning, offering flexibility and strategic options. They can establish a trust alongside their bond to facilitate wealth transfer according to their preference or assign into trust later. Additionally, we provide access to professional trustee services through Utmost Trustee Solutions Limited and Utmost International Trustee Solutions Limited, taking the stress out of trust establishment and management.

Our highly-regulated international service centres in the Isle of Man and in Dublin help you to apply specialised international expertise to the creation of individually-tailored strategies.

A change in circumstances for a globally mobile client can pose a challenge, but there is no need for this to impact on their financial planning. We offer solutions that can help to facilitate clients’ financial planning when moving across borders.

Our team of experts have supported our clients with portability for over 20 years and provide focused expertise in each of our global locations with the agility to react to changes impacting our markets.