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Tools/Resources

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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.
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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.
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Dictionary (P-Z)

This article defines the commonly used terminology (starting with letters P to Z) in the tax and financial planning arena or within Old Mutual Wealth.
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Capital withdrawal planning tool

This financial planning tool calculates the capital gain on a given withdrawal from an investment, and the amount of withdrawal which can be made when utilising an individual or trustee’s CGT exemption.
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Test your knowledge

Test your knowledge of current UK tax, exemptions and allowances in relation to our products and financial planning solutions.
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Old Mutual International UK IHT calculator

The Old Mutual nternational IHT calculator is a tool to assist you when assessing your clients UK IHT liability so you can advise what steps need to be taken in order to mitigate any potential tax due.

Financial Adviser Verification