FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
Consumer
Share

Sales aids

  • UK residential property and the International investor

    Download
  • Investment and retirement planning for future South African residents

    A client-facing item discussing investment and retirement planning for future South African residents.

    Download
  • Leaving the UK - but are they leaving behind UK taxes?

    When clients leave the UK, either permanently or for at least a full year, they expect to leave behind their liability for UK taxes. 

    This document is for financial advisers only. 

    Download
  • NRI estate planning

    A client-facing guide to using an offshore bond for estate planning for non-resident Indian investors.

    Download
  • US & UK estate tax planning

    This document gives a detailed comparison of the rules governing non UK/US resident/domicile investors with situs assets.

    Download
  • Your two step guide to setting up an OMI Excluded Property Trust

    Client-facing guide explaining how to set up and Old Mutual International Excluded Property Trust.

    Download
  • Investing through volatile times – riding the turbulent seas of fortune

    This document shows our top seven priciples of investing.

    Download
  • Determining your liability to tax in India

    This sales aid is for non-resident Indian clients, intending to return to India, and looks at considerations for determining their liability to tax in India.

    Download
  • Non-UK domicile planning opportunities

    This document looks at the changes to rules for the non-UK domiciled before April 2017. 

    Download
  • International pension solutions for US non-residents

    This document considers an investment scheme for retirement designed especially for US non-residents.

    Download
  • Award-winning sales aid

    And the winners are...
    ...our customers! 

    This sales aid highlights the latest awards Old Mutual International have won. 

    Download
  • Why invest in the Isle of Man?

    This document looks at the key reason why the Isle of Man is a secure harbour for global investors. 

    Download
  • Origin of wealth guidelines

    This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor.

    Download
  • The Super Six: Benefits of an offshore bond for UK expatriates

    This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor.

    Download
  • Old Mutual International bonds owned by individuals becoming Australia residents

    Download

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.