December 2014
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December 2014

22/12/2014

Skandia International, including Royal Skandia, today rebrands to Old Mutual International in all markets around the world. This completes the rebrand of the Skandia businesses to Old Mutual.

11/12/2014

Research* by Old Mutual Wealth has revealed adviser support for inheritance tax reform, with 44% of advisers in favour of lifting the IHT threshold to £1m.

11/12/2014

The new draft proposals issued as part of the Draft Finance Bill appear to still allow opportunities for use of multiple trusts, providing additional property is not added on the same day. 

08/12/2014

Current retirees are satisfied with 47% of pre-retirement income Old Mutual Wealth has today published its first Retirement Income Uncovered report that reveals those approaching retirement are expecting to receive £23,700 per year when they retire. The same survey shows that the average income in retirement today is currently just £19,000 – a shortfall of £4,700 per year, or 25%.

08/12/2014

Old Mutual Wealth has today published its first Retirement Income Uncovered report, which shows the positive impact planning and financial advice can have on income levels in retirement. 

03/12/2014

The Autumn Statement has confirmed the single settlement nil rate band on trust will NOT come into effect in April 2015, following consultation responses.

03/12/2014

In the Chancellor’s Autumn Statement non-domiciled individuals living in the UK have been targeted. The amount non-domiciles pay as a ‘remittance basis charge’ will increase, making it more expensive for them to defer paying UK tax on their overseas income or gains.

03/12/2014

If you are covering today’s Autumn Statement, please see the following comments from Adrian Walker, Old Mutual Wealth Retirement Planning Expert, calling on the Government to allow Isa savings to be passed on tax free to children as well as a spouse.

01/12/2014

Paul Craig joins Old Mutual Global Investors. Old Mutual Wealth has completed the acquisition of a 50% stake in Intrinsic Cirilium Investment Company Limited (‘Cirilium’) from Henderson Global Investors. Old Mutual Wealth now oversees 100% of the £2 billion Cirilium fund range which will be managed by John Ventre’s multi-asset team within Old Mutual Global Investors.

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