Knowledge hub

A guide to getting ahead of potential changes to capital gains tax post image

A guide to getting ahead of potential changes to capital gains tax

Capital gains tax (CGT) falls outside of the Conservative’s election promise not to raise taxes and is one way of starting to replenish the public purse after the ravaging effects of covid-19. Although it’s not advisable to make changes to your investment strategy until new rules or legislation are formally announced, we believe that CGT allowances are likely to become less generous.
Sanlam investment update - buy the dip post image

Sanlam investment update - buy the dip

Sanlam CIO Phil Smeaton assesses market conditions, the investment outlook and the resulting impact on our clients' portfolios in this month's investment update.
Inflation remains low amid positive earnings season post image

Inflation remains low amid positive earnings season

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Will we soon be a cashless society? post image

Will we soon be a cashless society?

In preparation for our Future of Money event with economist and author, Stephen King, we explore the pros and cons of becoming a cashless society.
Sanlam UK’s latest Income Study reveals best and worst of UK Equity Income funds post image

Sanlam UK’s latest Income Study reveals best and worst of UK Equity Income funds

Sanlam UK's half-yearly Income Study - the definitive investor guide to the best and worst funds in the UK equity income sector. The study, which has been running for more than 30 years, is a quantitative assessment of the performance of 58 eligible funds in the Investment Association UK equity income sector over a six-month period.
UK economy set to bounce back following rapid vaccination programme post image

UK economy set to bounce back following rapid vaccination programme

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Getting ready for tax year end - simple tax planning ideas post image

Getting ready for tax year end - simple tax planning ideas

As this tax year draws to a close and we look towards a new one opening, it is time to take stock and ensure that we have utilised all the exemption and allowances permitted giving the most tax efficient advice for our clients while still helping clients achieve their investment aims.
Are current equity valuations sustainable? post image

Are current equity valuations sustainable?

As the global pandemic continues to exert its stranglehold on the global economy, it seems absurd that equity and fixed-income markets are still finding new highs. We’re unlikely to be wealthier given the devastating economic impact of covid-19, so what is really going on, and how will it impact investors?
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The value of investments and any income from them can fall and you may get back less than you invested.