Technical View
12 February 2020
As the tax year comes to an end, it’s time to check in with clients and review the financial plans put in place with them, making sure allowances are used and savings are maximised in the most tax efficient manner. Here are a few points we should consider for our clients both now and in to the new tax year.
News & press
11 February 2020
Sanlam UK has published its half-yearly Income Study, the definitive investor guide to the best and worst funds in the UK equity income sector.
Market Weekly
10 February 2020
Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Technical View
10 February 2020
In September 2019, HMRC along with The Office of National Statistics released the Trust Statistics 2013/14-2017/18. While it shows that overall the number of trusts and estates completing self-assessment returns has fallen, the amount paid in tax and the number of trusts which have been registered under the Trust Registration Service have increased.
Insights
04 February 2020
Investors are increasingly taking on company boards as they demand change on everything from management pay to environmental policy.
News & press
04 February 2020
Sanlam UK announces a partnership with investment platform Praemium, enabling access Sanlam’s open architecture bond through the Praemium platform.
Market Outlook
03 February 2020
This time last year it was hard to escape the prospect of a global recession. Twelve months later and we are looking forward to a recovery in global economic growth, thanks to progress in finding a US-China trade compromise, and the likelihood that President Trump will be economically supportive leading up to the presidential election in November.
Insights
31 January 2020
At 11pm on Friday 31 January, the UK will officially leave the EU. We are now entering at least 11 months of transition as policy makers negotiate future trade agreements. Here is our view on what to expect as an investor in the coming months.