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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

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ISAs – using your tax allowances

The following case studies clarify how much can be paid into an ISA under the current rules for the tax year 2016/17. Topic:ISA
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Transfer of an ISA allowance to surviving spouse/civil partner

Since 6 April 2015 when an ISA investor dies, it has been possible for a surviving spouse to make additional subscriptions above the normal ISA allowance. Topic:ISA
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Spring budget 2017

For the last Spring Budget Phillip Hammond provided a few surprises from what was, on a the whole, a reasonably low key budget. Topic:UK Budget
Pen and cards

QROPS and the overseas transfer charge

The UK Government has announced a 25% tax charge that applies to certain transfers from UK registered pension schemes to QROPS. Topic:QROPS & QNUPS - currently under review please do not use
Pen and cards

QROPS and the overseas transfer charge

The UK Government has announced a 25% tax charge that applies to certain transfers from UK registered pension schemes to QROPS. Topic:UK Budget
London

What we already know about April 2017

This article provides a reminder of the significant number of changes that have already been announced by the Government and are due to come into effect from 6 April 2017. Topic:UK Budget
tug of war

Bonds V Unit Trusts

There are many occasions where comparisons are sought between the taxation of unit trusts and the taxation of bonds as advisers try to determine the best route for a client’s investment. Topic:Financial Planning Solutions
tug of war

Bonds V Unit Trusts

There are many occasions where comparisons are sought between the taxation of unit trusts and the taxation of bonds as advisers try to determine the best route for a client’s investment. Topic:Onshore
tug of war

Bonds V Unit Trusts

There are many occasions where comparisons are sought between the taxation of unit trusts and the taxation of bonds as advisers try to determine the best route for a client’s investment. Topic:Collectives
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Individual Protection in 2014

This article considers the key points for Individual Protection. Topic:Lifetime Allowance

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