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Please read these Terms and Conditions carefully. By accessing any page of this website, you agree to be bound by the Terms and Conditions below. If you do not agree to these terms, please do not access any pages of this website. Content of site The information on this website is for information purposes only. Whilst considerable care has been taken to ensure the information contained within this website is accurate and up to date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information. All products referred to on this website are subject to change without notice.
Your use of the websites and the information contained in them is at your own risk and you assume full responsibility and risk of loss resulting from the use of the information.
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None of the products, funds or services referred to on this website will be distributed to persons resident in any territory where such distribution would be contrary to local law or regulation. The information contained on the website does not constitute investment advice.
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Old Mutual Wealth and Old Mutual International accept no legal liability for loss, damages or expenses which you may suffer or incur directly or indirectly by you accessing this website.
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Mechanics of a flexible carve out trust
A flexible carve out trust
Consultation - IHT on UK property
IHT on UK property
Income tax considerations for pensions
Income tax and pensions
Considerations of recycling
Normal expenditure out of income
Normal spending from income
Creating a lasting power of attorney
A lasting power of attorney
Discretionary trust taxation
UK IHT and chargeable lifetime transfers
Chargeable lifetime transfer
Protector powers for Old Mutual International trusts
UK taxation of offshore bonds, part 3
UK tax on offshore bond pt 3
For financial advisers only