Old Mutual

Best Practice | 19 Jul 17

British expats still have some crucial misunderstandings about their domicile status and tax position that could leave them and their loved ones financially exposed and even land them in trouble with HM Revenue & Customs, warns Rachael Griffin, financial planning expert at Old Mutual Wealth.

Best Practice | 14 Jul 17

Advisers and clients could be caught unaware by a little-known change to offshore bond top-slicing, warns Rachael Griffin, financial planning expert at Old Mutual Wealth.

Offshore Bonds | 11 Jul 17

Life insurer Old Mutual International has launched an offshore bond aimed at British expats in the Middle East and Africa which can help them return to the UK without incurring the “deemed gain” tax charge on their overseas investments.

Life | 30 Jun 17

UPDATED: Insurers headquartered on the Isle of Man will no longer have to provide customers with generic information about commissions and fees from 1 January 2018 after the island’s regulator scrapped its plans, in a move welcomed by the industry.

Companies | 30 Jun 17

An Old Mutual director is to run for president of Zimbabwe, while Old Mutual Asset Management and Axa Asia are both losing their chief executives. Deutsche Bank Wealth Management has appointed a former Coutts & Co chief executive to head up its UK business.