This site is for financial advisers only, Click here for the consumer site.

Share

Absolute/Bare Trust

messy desk

Absolute and discretionary trusts

Some features of the Old Mutual Wealth Absolute and Discretionary (Settlor excluded) Trusts. This overview is not exhaustive and should be read in conjunction with Old Mutual Wealth’s other technical material available here.
young couple and adviser

The £100 Income tax rule and trusts

This article looks at the income tax treatment of trusts created by a UK individual, when their unmarried minor children are beneficiaries of the trust.
presentation

Designated Accounts explained

This article looks at the tax consequences of establishing a designated account in conjunction with a Collective Investment Account (CIA).

Financial Adviser Verification