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In focus: investment bonds and collective investments post image

In focus: investment bonds and collective investments

Julia Peake, Sanlam UK, discusses the key tax considerations and benefits of investment bonds (onshore and offshore) versus collective investments, given some recent changes that may affect your client recommendations.
7 tax breaks you can't afford to miss post image

7 tax breaks you can't afford to miss

The government offers many incentives to encourage people to do everything from save for old age to claim tax relief. Learn more about a few that you might be entitled to!
Getting divorced? How to protect your pension post image

Getting divorced? How to protect your pension

Known as ‘divorce month’, lawyers across the country report more people filing for divorce in January than any other month of the year.
US-China trade deal post image

US-China trade deal

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Veganism comes of age post image

Veganism comes of age

With the meat-free market expected to hit £658 million by 2021, this article investigates why the plant-based movement is becoming so popular.
Prelude to war or geo-political chess post image

Prelude to war or geo-political chess

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
The global economic outlook for 2020 post image

The global economic outlook for 2020

As we enter a new year and a new decade, Philip Smeaton, Chief Investment Officer at Sanlam, discusses his immediate and longer-term views of the markets, and what it will mean for investors.
Six things to know before drawing your pension post image

Six things to know before drawing your pension

While your pension savings will play a large part in your life beyond retirement, there are some very important things you need to be aware of before you access them.
“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.”
Client 2018 client satisfaction survey

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The value of investments and any income from them can fall and you may get back less than you invested.