FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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Techcellence – support videos

Our online channel for technical information is designed to ‘cut through the noise’ and provide key facts about important subjects including the UK taxation of offshore bonds, retirement options, inheritance tax and trusts.

The Techcellence Channel makes potentially complex issues easier to grasp by presenting them in the form of short videos by our technical experts – backed up by relevant support material online, allowing you to select the format you prefer.

The content will build over the coming weeks and will increase in complexity to accommodate for all levels of knowledge.

We hope you will find this a vital source and archive of technical education for you and your colleagues.

Watch the videos below

Continuing our ‘techcellence’ promise to provide you with clear information, the video links below have been created to provide you with everything you need to support your business and client conversations about the subjects listed.

UK taxation of offshore bonds part 1
UK taxation of offshore bonds part 2

Introduction to inheritance tax
Inheritance tax exemptions

Investments

Importance of suitability
Diversification
Outsourcing investment

Understanding trusts
Using a corporate trustee
Loan trust
 

 

 

 

    

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 WealthRachael Griffin

Rachael provides tax and technical guidance for the development and maintenance of our financial planning solutions to the UK, expatriate and international investors... Read more

Dean Bowden - Multi-Asset Commercial Director, Old Mutual Wealth Investment Division Dean Bowden

Dean is responsible for the oversight and integrity of the investment propositions offered across Old Mutual International and the wider Old Mutual Wealth... Read more



David Denton - Technical Sales ManagerDavid Denton

David works with financial advisers, their introducers and clients all over the world, specialising in

taxation, trusts and pensions... 

Read more

Gordon Andrews DipPFS TEP - Trusts and Gordon AndrewsTechnical Solutions Manager - Life and Investments | Old Mutual Wealth

Gordon Andrews provides tax and technical guidance for the development and maintenance of financial planning solutions to the UK, expatriate and international investors... Read more

 

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