Insights
19 February 2021
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.
Video
15 February 2021
Sanlam CIO Phil Smeaton assesses market conditions, the investment outlook and the resulting impact on our clients' portfolios in this month's investment update.
Market Weekly
14 February 2021
Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Insights
11 February 2021
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.
News & press
09 February 2021
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.
Market Weekly
05 February 2021
Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Technical View
01 February 2021
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.
Market Outlook
01 February 2021
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?