OMI launches flexible access Select Lifestyle Bond

Builds in IHT efficiency

Victoria McKeever
clock • 1 min read

Old Mutual International (OMI) has launched a UK Select Lifestyle Bond, combining its Lifestyle Trust and Select Bond offerings with the aim of providing flexible access to capital and IHT planning opportunities.

OMI, part of Old Mutual Wealth, said the solution offered clients and advisers a "simple, flexible and cost-effective" trust-based solution, designed to help achieve a balance between access to capital, inheritance tax (IHT) planning and control over the future distribution of assets. Trusts offering flexibility have become increasingly important, said OMI, as people live longer but have less certainty over how much money they will require to support them in later life.   It added this can create a dilemma between having access to the assets placed in trust and still being able effici...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Why managing retirement risk matters more than predicting markets

Why managing retirement risk matters more than predicting markets

'Helping clients understand, prepare for and navigate uncertainty'

Andy Brown
clock 12 November 2026 • 4 min read
Solving private markets risks 'almost mission impossible'

Solving private markets risks 'almost mission impossible'

Julius Baer’s Cyril Demaria-Bengochea speaks to Professional Adviser

Sophia Panayi
clock 12 November 2026 • 3 min read
Anthropic bankers preparing to increase IPO valuation to $1.5trn – reports

Anthropic bankers preparing to increase IPO valuation to $1.5trn – reports

Draft prospectus filed on Tuesday

Jack Roach
clock 11 November 2026 • 2 min read