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Tax year end: sometimes simple is best post image

Tax year end: sometimes simple is best

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.
Sanlam UK’s latest Income Study reveals best and worst of UK Equity Income funds post image

Sanlam UK’s latest Income Study reveals best and worst of UK Equity Income funds

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.
Effects of coronavirus on the markets post image

Effects of coronavirus on the markets

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
New trust statistics could show why investment bonds and trusts could be perfect bedfellows. post image

New trust statistics could show why investment bonds and trusts could be perfect bedfellows.

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.
Shareholder Rebellion post image

Shareholder Rebellion

Investors are increasingly taking on company boards as they demand change on everything from management pay to environmental policy.
Praemium adds Sanlam Onshore Investment Bond to platform post image

Praemium adds Sanlam Onshore Investment Bond to platform

Sanlam UK announces a partnership with investment platform Praemium, enabling access Sanlam’s open architecture bond through the Praemium platform.
Investors seduced by equity returns post image

Investors seduced by equity returns

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.
The United Kingdom formally leaves the European Union post image

The United Kingdom formally leaves the European Union

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.
“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.