Old Mutual International has introduced a Trust Decision Tool and Trust Form Finder, to help advisers select trusts for clients.
The tool takes advisers through questions to suggest trusts which may be suitable for their clients' circumstances.
The tool will be available on Old Mutual International's site in the coming weeks and will automatically select the required documents when a trust is selected.
To further help advisers use trusts, Old Mutual International has built a new trust hub with videos articles and guides for advisers to help them develop technical knowledge of trusts.
Rachael Griffin, financial planning expert at Old Mutual Wealth, said: "We are committed to building a market leading range of trusts together with innovative ways to provide technical support to advisers.
"Trusts are under-utilised, yet they can be a really powerful tool for advisers to use with their customers.
"Those investing significant sums in an offshore portfolio bond will be the type of customer who is in greatest need of wealth planning, and using trusts can help mitigate tax exposure and protect their assets for their beneficiaries.
"Choosing a provider with a full range of trust options will help ensure the customer's needs are fully met and assets are placed within the most efficient trust wrapper.
"The Trust Decision Tool combined with the Trust Form Finder will help to simplify our Trust proposition and help remove any barriers for advisers."
Further Reading:
Old Mutual adds ‘There for You' across Protect policies
