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We are pleased to announce the acquisition of Quilter Cheviot, one of the leading discretionary wealth managers in the market. This move will significantly expand the investment options we are able to offer your business.

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Restricting non-resident entitlement to UK personal allowance
HMRC issues a consultation on whether entitlement to the UK personal allowance should be restricted for non-UK residents.
You can run, but you can’t hide
HMRC proposals for tackling offshore tax evasion.

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Adviser support

Comparing the costs of portfolio management
If you offer portfolio services to your clients, our portfolio pricing report based on independent research by ‘the lang cat’ is essential reading.
Be part of our 'find an adviser' tool
You can now list your business on our online tool, 'Find an Old Mutual Wealth Registered Adviser'.

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