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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

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:General
coins

Annual Allowance and Scheme Pays for DC Schemes

In 2011 HMRC introduced an alternative method of taking any annual allowance excess charges. This new method is called “Scheme Pays”. Topic:Hot topics
coins

Annual Allowance and Scheme Pays for DC Schemes

In 2011 HMRC introduced an alternative method of taking any annual allowance excess charges. This new method is called “Scheme Pays”. Topic:Annual Allowance and Carry Forward
Handing over papers

Additional trustees avoid additional complications

Planning with your clients’ doesn’t stop with taking out the plan and placing it in trust. Consider who will claim the benefits on death. Topic:Trust Taxation

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