Old Mutual
Old Mutual launches excess income trust and calculator
Old Mutual Wealth and Old Mutual International have both launched an excess income trust solution and online tool to help advisers offer a simple and tax efficient way to pass on wealth.
Asian investors in London property risking hefty IHT bills
Overseas investment into the London residential new-build property market is dominated by Asian investors who may be overlooking UK inheritance tax in their financial planning, Old Mutual International has warned.
Half of professional athletes fail to seek financial advice
Almost half of professional athletes have given no thought to planning their finances for when their sporting careers end, according to findings from Old Mutual Wealth’s Financial Adviser School (FAS) and MA Sports consulting (MA).
UK to review ‘complex’ inheritance tax
Chancellor Philip Hammond has written to the Office of Tax Simplification (OTS) asking it to carry out a review into inheritance tax (IHT), which he said is “particularly complex” at present.
Best Practice | 15 Jan 18
Carillion collapse puts even more scrutiny on DB schemes
Carillion’s imminent liquidation and £587m (€660m, $805m) pension shortfall has put increased pressure on the UK Government to tackle the sustainability of defined benefit (DB) schemes in an up-coming white paper, according to an Old Mutual Wealth pensions expert.