This site is for financial advisers only, Click here for the consumer site.

Share
Print
Print Share

Knowledge Direct

The Trusts and Technical Solutions team provide wide ranging technical support for Old Mutual Wealth’s platform and heritage business. They cover pensions, trusts, taxation and legislation. The team operates a help desk from 8am to 5pm.

Telephone Helpdesk: 023 8072 6010

Latest articles

Business Protection:  Quick Reference Guides

Business Protection:  Quick Reference Guides

We’ve broken down the complex subject of business protection into three quick reference guides. Topic:Business Protection
Buildings skyline

Taxation of Business assurance trusts POAT

The pre-owned assets tax (POAT) was introduced to levy an income tax charge on IHT planning schemes which had circumnavigated the existing ‘gift with reservation’ provisions. Topic:Business Protection
Completing forms

The value of probate trusts for UK resident/domicile clients

Proposals announced on 05/11/18 confirmed the Governments plans to increase fees payable for obtaining probate in the UK. This provides an advice opportunity to discuss estate planning options with your UK clients. Topic:General
Pension policy

Autumn 2018 Budget summary

Monday saw Philip Hammond’s third Budget and his last before we find out what’s in store with the final deal on Brexit. The Chancellor also left the door open for a Spring Budget in case the Brexit outcome is a ‘no deal’. Topic:UK Budget
Calculator piggy bank

Introducing the chargeable event gain income tax calculator

Introduction to a new tool which calculates the income tax payable by individuals who realise a chargeable gain on their onshore or offshore bond. Topic:Chargeable Events
Couple signing forms

Tax benefits of the Spanish Collective Investment Bond

The aim of this article is to compare the Spanish income tax position, for a Spanish tax resident, between a tax compliant foreign insurance policy (Old Mutual International Ireland SCIB) and a non-compliant foreign insurance policy. Topic:Europe
Boy with car

Offshore segments or ISA max out will stop son’s cash splash

This article looks at ways parents can avoid their offspring splashing out when they turn 18 whilst still maximising investment growth and being tax efficient. Topic:Offshore
Meeting

Commonly overlooked points in Life, Tax and Trusts

With so many pieces of legislation covering so many areas of financial services, it is very easy to overlook the obvious. Topic:Hot topics
Overlooked pension points

Commonly overlooked points in pensions

A series of brief one line reminders to some of the popularly overlooked pension points. Topic:Hot topics
Overlooked pension points

Commonly overlooked points in pensions

A series of brief one line reminders to some of the popularly overlooked pension points. Topic:Planning Solutions

Financial Adviser Verification