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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

Handing over papers

The devil is in the detail

Time apportionment relief changes from 6/4/13 had consequential impacts on top slicing relief for offshore bonds with excess events (withdrawals above the 5% allowance) but these seem to have gone ‘under the radar'. Topic:Offshore
Handing over papers

The devil is in the detail

Time apportionment relief changes from 6/4/13 had consequential impacts on top slicing relief for offshore bonds with excess events (withdrawals above the 5% allowance) but these seem to have gone ‘under the radar'. Topic:Chargeable Events
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Discretionary trust dividend taxation

The tax position of trustees and beneficiaries in receipt of dividend income and savings income generated from trust assets. It does not consider all scenarios and Old Mutual Wealth recommends that independent tax advice be sought in all cases. Topic:Trust Taxation
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Dictionary (A-D)

 

This article defines the commonly used terminology (starting with letters A to D) in the tax and financial planning arena or within Old Mutual Wealth. Topic:Tools/Resources
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Transfer into a UK registered pension from an overseas pension scheme

A simple guide to the acceptance of an overseas transfer into a UK registered scheme with the general process required and potential for gaining an enhancement to the lifetime allowance. Topic:Lifetime Allowance
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CGT a summary of how the tax applies

This article sets out the main rules relating to capital gains tax (CGT). Topic:Capital Gains Tax
presentation

CGT a summary of how the tax applies

This article sets out the main rules relating to capital gains tax (CGT). Topic:Collectives
open book

Dictionary (E-O)

This article defines the commonly used terminology (starting with letters E to O) in the tax and financial planning arena or within Old Mutual Wealth. Topic:Tools/Resources
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Nil-rate band discretionary trusts

Since the introduction of the transferable nil-rate band, the use of the nil-rate band discretionary trusts is now appears limited for estate planning. However, it remains an important tool in effective estate planning. Topic:NIL Rate Band
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calculation of additional contributions and Tapered AA

This is a short summary of the calculation, with examples, needed for additional contributions to be made via the Net Pay Arrangement method or employer contributions and how they affect the tapered annual allowance Topic:Annual Allowance and Carry Forward

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