Technical Guides and Sales Aids

Guide to domicile, remittance basis and excluded property trust

IHT manual ‘bitesize’ series – part 1

IHT manual ‘bitesize’ series – part 2

IHT manual ‘bitesize’ series – part 3

IHT manual ‘bitesize’ series – part 4

IHT manual ‘bitesize’ series – part 5

IHT manual ‘bitesize’ series – part 6

IHT manual ‘bitesize’ series – part 7

Inheritance tax manual

Planning opportunities using overseas bonds for UK resident, non-domicile individuals

Planning opportunities using overseas bonds for UK resident, non-domicile individuals – case studies

Utmost International Trustee Solutions
For Lifestyle Trust literature and forms for use with ex-Quilter International Trust Company

Discounted gift trust conversion guide

Loan trust – a technical FAQ for financial advisers

Using a professional trustee – how we can help you

Utmost Trustee Solutions – a guide to our services

Utmost Trustee Solutions at a glance

Utmost Trustee Solutions charges schedule

Education fees planning – case study

IHT exemptions and reliefs

Order of gifting infographic

Quick guide to trusts

Residence nil rate band (RNRB) quick guide – infographic

The efficient portfolio planning wheel

Trust proposition tree

UK IHT – exclusive group

Underwriting guidance notes

Utmost Group Technical Services

Utmost Wealth Solutions – trust analysis service

Why use a capital redemption bond?