Old Mutual
Retirement | 30 Jul 15
Life companies recommend trusts after UK disinheritance case
The case of a woman who secured £164,000 from her mother’s will despite being excluded from it has led the life industry to recommend trusts as a more secure way to distribute wealth upon death.
Profiles & Comment | 28 Jul 15
Technical special: A Budget in blue with Old Mutual Int’l
In the first 100% Conservative Budget in nearly two decades, chancellor George Osborne
has introduced a raft of changes, including significant revisions to UK non-dom status.
Old Mutual Int’l launches trust campaign for offshore advisers
Old Mutual International has launched a campaign to promote “under-utilised” trusts among offshore advisers and will launch further support tools “shortly”.
Quilter Cheviot targets Middle East with Dubai office
Discretionary fund manager Quilter Cheviot, which was acquired by Old Mutual Wealth in Q1 of this year, is to open a branch office in Dubai.
Offshore bonds to benefit from permanent non-dom abolition
The life industry has recommended offshore bonds to those facing UK tax on their foreign income, following the abolition of permanent non-dom status in yesterday’s Budget.