OMW Lifestyle trust

MikeM

I have just come across this and can find no reference to it in any of my usual books,manuals or websites - which is slightly strange given that it appears to have been around since 2016. Reading its characteristics reminds me of a Flexible Reversionary Trust. Has anyone else reached the same conclusion? Has anyone seen any unbiased reports on the Lifestyle Trust?

Jona

Yes it a variation on the same theme as the Can Life WPA and the IOMA ones.

Not used it myself (or indeed for a client).

MikeM

Cheers Jona