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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

Brainstorming

Bonds vs Unit Trusts

This guide aims to provide you with a general comparison between unit trusts and bonds when held by a UK resident individual. Topic:Offshore
Brainstorming

Bonds vs Unit Trusts

This guide aims to provide you with a general comparison between unit trusts and bonds when held by a UK resident individual. Topic:Onshore
Brainstorming

Bonds vs Unit Trusts

This guide aims to provide you with a general comparison between unit trusts and bonds when held by a UK resident individual. Topic:Collectives
euros

Savings and dividend taxation bands and allowances: Quick Reference Guide

Previously we have written articles covering the new taxation rules surrounding savings income and dividends. Here we provide a series of scenarios to show how these interact with an individual’s personal allowance and tax rates. Topic:Financial Planning Solutions
crockery

Capital Gains Tax on Stocks and Shares

These guides are designed to assist you in calculating the gains on the disposal of shares or units in a collective investment scheme. Topic:Capital Gains Tax
euros

Savings and dividend taxation bands and allowances: Quick Reference Guide

Previously we have written articles covering the new taxation rules surrounding savings income and dividends. Here we provide a series of scenarios to show how these interact with an individual’s personal allowance and tax rates. Topic:Income Tax
Pen and cards

Furloughed income, salary sacrifice and auto enrolment

This article looks at the relationship between the governments Coronavirus Job Retention Scheme plan and salary sacrifice and grants for the employer for AE payments. Topic:Hot topics
Pen and cards

Furloughed income, salary sacrifice and auto enrolment

This article looks at the relationship between the governments Coronavirus Job Retention Scheme plan and salary sacrifice and grants for the employer for AE payments. Topic:Planning Solutions
Top slicing changes

Top slicing changes

As announced in the Budget 2020, new legislation has been introduced to clarify the top slicing calculation for gains made on or after 11 March 2020. Topic:UK Budget
Spring Budget 2020

Spring 2020 Budget summary

Rishi Sunak’s first Budget took place against the backdrop of the global outbreak of COVID-19. Not surprisingly the UK’s response to this was the initial focus – providing some much needed short term financial measures in the current uncertainty, from ensuring the NHS has sufficient budget to cope, to extending statutory sick pay rules that affect millions of workers. Topic:UK Budget

Financial Adviser Verification