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May 2014

28/05/2014

70% of financial advisers say clients believe assets held overseas escape UK Inheritance Tax (IHT) according to new research* from Skandia International, part of Old Mutual Wealth. As this belief is totally incorrect for anyone UK domiciled (or deemed UK domiciled); investors should be warned that unless they take action, their overseas assets could be hit with an unexpected 40% tax on their death.

21/05/2014

Adviser research* from Skandia International, part of Old Mutual Wealth, shows 22% of advisers have experienced problems with a trust arrangement ending in a dispute when family members are appointed as trustees. There are a couple of alternative options that can greatly help advisers and their clients; including setting up a protector on the trust, appointing a corporate trustee to manage the trust, or a combination of the two.

15/05/2014

Demand for financial advice to increase following Budget proposals.

06/05/2014

Following the launch in March 2014 of the innovative RS GBP Investec FTSE™ 100 Defensive Autocall Fund, available through its UK offshore portfolio bond, Skandia International has today announced the launch of a second issue.

01/05/2014

Old Mutual Wealth, comprising Skandia and Old Mutual Global Investors, has appointed Stewart Cazier as chief operating officer of distribution.  In this new role, Stewart will be joining the distribution leadership team to help develop Old Mutual Wealth’s distribution capability, supporting its growth ambition of being the best retail investment business in its chosen markets.

01/05/2014

Old Mutual Wealth, comprising Skandia and Old Mutual Global Investors, has reached agreement with Henderson Global Investors to acquire its 50% shareholding in the Intrinsic Cirilium Investment Company Limited (Cirilium). The agreement was reached following the announcement that Old Mutual Wealth is to acquire Intrinsic and, upon completion of both acquisitions, will result in Old Mutual Wealth owning 100% of Cirilium.

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