Old Mutual International: A winning team
Our business development support
What products are powered by Wealth Interactive
Visit the Old Mutual International Literature library
Structured products for International Portfolio Bond investors
Unravel risk for your clientsAccess the Risk Profiler
Wealth Interactive: facts and figures at your fingertips
Helping you get the most out of Wealth Interactive
Informer – topical articles for financial advisers
Knowledge Direct – our dedicated technical financial planning resource
We are committed to helping you develop a sustainable business that’s truly fit for the future.
Tax reporting requirements for FATCA and CRS
Understand the taxation and benefits of offshore bonds
Taxation of an offshore bond part 1 - full and part surrender
The legal and regulatory details shown at the end of this video have been updated since the video was created.
Please click here to view the most recent legal and regulatory details.
This video looks at how an offshore bond is taxed in the UK. It focuses on two types of chargeable events; final surrender and part surrenders in excess of 5%, providing clear examples for each. It also looks at planning considerations when advising which approach is the most tax efficient for a client.
Use the email link below if you have comments on the videos, suggestions for future topics, or if you’d like us to email you when a new video is available.
After you've watched our video, take our short test and receive your self-certification document for your training records.
Taxation of an offshore bond part 2 - time apportionment & top slicing
This video touches on some of the additional tax considerations for both a UK tax resident and non-UK tax resident who intends to return to the UK with an offshore bond. It focuses on time apportionment, which allows any chargeable gain to be proportionately reduced by the amount of time a client has been resident outside the UK during the term of the policy; and top slicing which may assist in reducing the rate of tax charged by spreading the gain over the number of years the bond has been held.
Old Mutual International home of the technical experts
Spotlight on our presenters
Rachael Griffin FPFS TEP - Chartered Financial Planner Head of Trusts & Technical Solutions | Old Mutual Wealth
Rachael provides tax and technical guidance for the development and maintenance of our financial planning solutions to the UK, expatriate and international investors. This incorporates a product and trust range which covers markets as diverse as the UK, Middle East, Far East, Latin America and South Africa... Read more
Financial Adviser Verification
THIS WEBSITE IS FOR FINANCIAL ADVISERS ONLY
The content of this site is approved for use by financial advisers only. It hasn't been approved for customers to view.
If you are NOT a financial adviser, please click here to return to Old Mutual International's homepage.