FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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Corporate Investments/Taxation

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UK company-owned investments

This article outlines how returns will be taxed for collectives, UK life assurance, offshore life assurance or an offshore capital redemption contract when purchased by a UK company after 1 April 2008.
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Taxation of company-owned collectives

This article briefly highlights how a UK collective that is an authorised investment fund will be taxed when owned by a corporate investor. This includes unwrapped investments on Old Mutual Wealth's Platform.
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Offshore Bonds: ‘smaller companies’

High level summary of FRSSE change coming into effect on 1 Jan 2016.
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Important date for corporate investors

Companies with monies to invest or investments already in place need to understand the impact of the changes to the Corporate Accounting Standards that are coming in to effect on 1 January 2016.
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Taxing Share Class Conversions

Financial Adviser Verification

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