News & press
16 April 2019
Sanlam UK acquires Blackett Walker Limited
Sanlam UK, part of international financial services group Sanlam Ltd, today announces the acquisition of independent financial planning and employee benefits firm Blackett Walker Limited.
Market Outlook
29 March 2019
More of the same, but signs of a slowing economy
Markets composed themselves in March, as the US Federal Reserve (Fed) capitulated to demands to pause the interest-rate hiking cycle and investors’ fears about economic growth receded. In contrast to the abrupt change of heart by Chairman Jerome Powell, our investment strategy and views on the underlying economy are unchanged.
News & press
08 March 2019
2019 Private Asset Management (PAM) Awards
Sanlam last night scooped the ‘Investment Performance: High Growth Portfolio’ award at the annual Private Asset Management (PAM) awards. It is the second year running Sanlam UK has won in this category.
Technical View
06 March 2019
End of tax year planning
As we approach the end of another tax year, Julia Peake from Sanlam discusses what you need to look out for to ensure clients remain on track.
Technical View
05 March 2019
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.
Market Outlook
04 March 2019
Market Outlook: March
Since the Federal Reserve (Fed) paused interest rate hikes, markets have been taking a ‘wait-and-see’ approach, leading to a recovery in equity valuations and a period of relative calm. But with inflation pressures still evident in both the US and UK, and the outlook for growth looking uncertain, our focus is on three potential scenarios as the year progresses.
Insights
21 February 2019
5 reasons why you should use your ISA allowance
The Individual Savings Account (ISA) allowance rose to £20,000 in the last tax year (2017-18), by far its most generous level since the ISA was launched 20 years ago. But are you making the most of this allowance? And if not, why not?
Insights
19 February 2019
Is it possible to avoid Inheritance Tax?
Most people accept that tax is a fact of life, and that while there might be ways to minimise it, the more you earn, the more you owe. But when it comes to Inheritance Tax (IHT), many clients feel a sense of injustice. After all, they’ve dutifully paid their taxes, and diligently saved so as not to be a burden on the state.