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

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

boy with car

Business protection – loan cover

A lender often makes it a condition of a loan that some of the directors and key employees have life insurance cover. In fact, the lender may not advance the money until the cover is in place. Topic:Business Protection
Analysis

Taxation of UK residential property disposals for Non-Resident, Non-Doms

A summary of the likely taxation where a non-resident, non-domicile individual disposes of a UK residential property post 5/4/2017 Topic:Residency/Domicile
Coins

Lifetime allowance excess options to consider

As the lifetime allowance (LTA) has reduced more people have to decide the options they have concerning any pension fund excess they may have. Topic:Financial Planning Solutions
Coins

Lifetime allowance excess options to consider

As the lifetime allowance (LTA) has reduced more people have to decide the options they have concerning any pension fund excess they may have. Topic:Lifetime Allowance
presentation

Time apportionment relief changes

The aim of this document is to provide an overview of the changes to time apportionment relief which were implemented in the Finance Act 2013. Topic:Chargeable Events
Pen and calendar

Legal Entity Identifiers (LEI)

This article explains who needs a Legal Entity Identifier. Topic:Hot topics
Pen and calendar

Legal Entity Identifiers (LEI)

This article explains who needs a Legal Entity Identifier. Topic:Regulation
Pension policy

Finance Bill 2017 - 2019 tax measures resurrected

Finance Bill 2017 - 2019 resurrects tax changes withdrawn from Finance Act 2017 due to the election. This article shows some of the key tax measures. Topic:UK Budget
Forest

Death benefits flowchart

From April 2015 the death benefit rules are changing to allow for true intergenerational sharing of pension funds on death. Topic:Hot topics
Analysis

Payments of the Lifetime Allowance tax charge – process chart

This flowchart illustrates the process and liability of any lifetime allowance excess payment and who pays the tax. Topic:Lifetime Allowance

Financial Adviser Verification