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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

Graphs

New Trust Registration Rules -  Here's what you need to know

Topic:General
The taxation of different trusts

Trusts - who pays the tax within?

This table gives a general overview of the taxation within a trust and who is liable to pay the tax. Topic:Trust Taxation
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

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