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Matching investors with investments: the worst mistakes to make, and how to avoid them post image

Matching investors with investments: the worst mistakes to make, and how to avoid them

Register to join our upcoming virtual Adviser Insights event.
End of tax year – time is ticking post image

End of tax year – time is ticking

Tax year end is fast approaching and we’re here to support you and your clients at this busy time. We’ve outlined the important deadlines for sending us applications and other top-ups to ensure your clients’ money is invested for this tax year.
A strong outlook for economic growth post image

A strong outlook for economic growth

A year on from the arrival of a global pandemic, and we finally have reason to feel optimistic again. The government has laid down a roadmap to normal life, and key data indicators are already pointing to a strong economic recovery in the next two to three years.
Future of Money event post image

Future of Money event

“The fact cash exists, doesn’t make it useful” was the parting thought of Stephen King, renowned economist and author who spoke at the first of our Invested for the Future virtual events on Thursday 25 February.
Sanlam UK to cease charging VAT on discretionary model portfolio services  post image

Sanlam UK to cease charging VAT on discretionary model portfolio services

Sanlam UK announces today that it is to cease charging VAT on discretionary model portfolio services.
The role for onshore bonds in "all asset" financial planning post image

The role for onshore bonds in "all asset" financial planning

Register to join our upcoming virtual Adviser Insights event.
Bond yields rise as economy poised to reopen post image

Bond yields rise as economy poised to reopen

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
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.
“Everything you do has met or exceeded our expectations. Our financial planner is very professional and friendly – we just feel that we can trust Sanlam.”
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The value of investments and any income from them can fall and you may get back less than you invested.