FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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Tools/Resources

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Capital withdrawal planning tool

This financial planning tool calculates the capital gain on a given withdrawal from an investment, and the amount of withdrawal which can be made when utilising an individual or trustee’s CGT exemption.
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Test your knowledge

Test your knowledge of current UK tax, exemptions and allowances in relation to our products and financial planning solutions.
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Dictionary (A-D)

 

This article defines the commonly used terminology (starting with letters A to D) in the tax and financial planning arena or within Old Mutual Wealth.
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Dictionary (E-O)

This article defines the commonly used terminology (starting with letters E to O) in the tax and financial planning arena or within Old Mutual Wealth.
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Dictionary (P-Z)

This article defines the commonly used terminology (starting with letters P to Z) in the tax and financial planning arena or within Old Mutual Wealth.
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Old Mutual International UK IHT calculator

The Old Mutual nternational IHT calculator is a tool to assist you when assessing your clients UK IHT liability so you can advise what steps need to be taken in order to mitigate any potential tax due.
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Tax-efficient withdrawal planning tool

This financial planning tool has been designed to demonstrate how a UK authorised investment fund (collective) and a single premium investment bond can be used together to create tax-efficient withdrawals.

Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.