October 2014
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October 2014

29/10/2014

Anyone living in the UK who is currently deemed ‘non UK domiciled’ for tax purposes should consider taking steps to protect their worldwide assets. Potential changes to the domicile rules could mean more foreign nationals becoming deemed UK domiciled and their worldwide assets becoming liable to UK inheritance tax (IHT) on their death.

16/10/2014

Old Mutual Wealth has reached agreement to acquire Quilter Cheviot, a leading discretionary investment manager, for a consideration of £585 million.

10/10/2014

Old Mutual Wealth pensions specialist, Jon Greer, comments on the CPS report which casts doubt on the Government's ability to pay state pension benefits in the future.

09/10/2014

Old Mutual Wealth has today announced that it will be simplifying its charging structure by removing the annual pension drawdown fee and scrapping the current minimum charge on its platform. The changes will come into effect on 1 January 2015 and are designed to make Old Mutual Wealth better value for smaller investments and for customers looking to take advantage of the new pension withdrawal rules.  

03/10/2014

Andy Pomfret has been appointed to the Board of Old Mutual Wealth Management Ltd.  Andy will help the company develop its growth strategy as the leading retail investment business in the UK. He will chair the Audit Committee of Old Mutual Wealth, and will join the Board Risk and Remuneration Committees.

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