Old Mutual Wealth

Many clients are selling their companies to take advantage of entrepreneurs’ relief. These clients lose business property relief and then need advice on inheritance tax and wealth preservation. Often traditional products cannot help as their tax allowances only go so far.

Our tax and trust workshop will help you recognise the opportunities, understand your clients’ needs and create solutions that help the whole family.

Please register below. Spaces are limited so book early to avoid disappointment.

If you’re signing up multiple contacts using the same email address, please contact us at events@omwealth.com.

The event will run for 1.5 hours and a certificate of attendance will be provided after the event.
Correspondence Address:
Old Mutual House,
Portland Terrace,
Southampton, SO14 7AY
Telephone:
0808 171 2626
E-mail:
OMWmarketing@omwealth.com
Website:
www.oldmutualwealth.co.uk
Registered Office:
Old Mutual House,
Portland Terrace,
Southampton, SO14 7EJ

 
www.oldmutualwealth.co.uk

Calls may be monitored and recorded for training purposes and to avoid misunderstandings.

Old Mutual Wealth is the trading name of Old Mutual Wealth Limited, Old Mutual Wealth Life Assurance Limited and Old Mutual Wealth Life & Pensions Limited.

Old Mutual Wealth Life Assurance Limited, Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited are registered in England & Wales under numbers 1363932, 1680071, and 4163431 respectively. Registered Office at Old Mutual House, Portland Terrace, Southampton SO14 7EJ, United Kingdom.

Old Mutual Wealth Life Assurance Limited and Old Mutual Wealth Life & Pensions Limited are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financial Services register numbers are 110462 and 207977 respectively. Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority with register number 165359. VAT number for all above companies is 386 1301 59.