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Financial Advisers

Technical View

 

Technical View aims to assist you, as a financial adviser, for your use when you meet clients in similar scenarios.

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Technical View

01 August 2017

Active management: science or guesswork?

In a turbulent and unpredictable world, can active management really add value compared to passive investing?

In a turbulent and unpredictable world, can active management really add value compared to passive investing?

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27 July 2017

HMRCs new online Trust Register

The launch of the new online Trust Register is imminent. We’ve highlighted what you need to do and who it could affect.

The launch of the new online Trust Register is imminent. We’ve highlighted what you need to do and who it could affect.

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27 June 2017

Making the most of the allowances

So, what did the election result tell us about the future of Financial Services over the next 12-24 months?

So, what did the election result tell us about the future of Financial Services over the next 12-24 months?

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31 May 2017

European equities: Creating opportunities from uncertainty

Unsurprisingly, European equity markets reacted positively to Macron’s decisive victory in the French elections.

Unsurprisingly, European equity markets reacted positively to Macron’s decisive victory in the French elections.

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22 May 2017

Salary Sacrifice or Win-Win?

Following the 2016 Autumn Statement where there were restrictions placed on permissible arrangements

Following the 2016 Autumn Statement where there were restrictions placed on permissible arrangements

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15 May 2017

Slimming down for summer

Teresa May’s announcement of a snap general election in June quickly resulted in a slimming down of the 2017 Finance Bill

Teresa May’s announcement of a snap general election in June quickly resulted in a slimming down of the 2017 Finance Bill

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13 April 2017

That shrinking feeling: how not to trigger the MPAA

The government has decided to press ahead with its decision to reduce MPAA

The government has decided to press ahead with its decision to reduce MPAA

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15 March 2017

Sanlam 3 Award Nominations

We are proud to announce that we have been nominated for three prestigious industry awards in the last month.

We are proud to announce that we have been nominated for three prestigious industry awards in the last month.

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21 February 2017

Holding on to the personal allowance

How can you help clients mitigate or avoid loosing personal allowance limits? We outline a couple of options you can consider.

How can you help clients mitigate or avoid loosing personal allowance limits? We outline a couple of options you can consider.

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17 January 2017

Time is running out

We take a look at a number of opportunities that your clients may be able to take advantage of before the new tax year

We take a look at a number of opportunities that your clients may be able to take advantage of before the new tax year

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15 December 2016

2017 Pension changes

A look ahead at some of the pensions changes planned for 2017

Read the our latest Technical update on pension changes

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14 November 2016

Technical View: November 2016

Remember the good old days when there was only one annual allowance?

Read our latest Technical update on the annual allowance

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13 October 2016

Technical View: October 2016

All gifts where the donor dies within seven years benefit from IHT taper relief; don’t they?

Read our latest Technical update here on IHT taper relief

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23 September 2016

Technical View: September 2016

Your Questions Answered

In this month’s Technical View we take a look at some of the recent queries received into the e-helpdesk.

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09 August 2016

Technical View: Paperless Protection

You can find our latest Technical View here

We take a look at the launch of HMRC's new online facility

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14 July 2016

Breaking up is never easy to do

Pensions in a post-Brexit world

This month's Technical View has more details...

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13 June 2016

Technical View: June 2016

With recent tax changes, is now a good time to consider commercial property as a SIPP investment?

This month's Technical View has more details...

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11 May 2016

Technical View: May 2016

Taking a look at some of the questions received by our technical team relating to pensions.

In particular, looking at the tapered annual allowance, carry forward of unused allowances and the reduction in the standard lifetime allowance (LTA).

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13 April 2016

Technical View: April 2016

Taking a look at some of the questions received by our technical team over the past few weeks, including questions on funded public sector schemes.

This month's Technical View has more details...

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31 March 2016

Technical View: April 2016 Special Feature (Part 3)

Looking at the Lifetime Allowance, and a further reduction coming into effect from 6th April 2016

We've produced a handy flowchart to help you guide your clients through the current options available.

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23 February 2016

Technical View: April 2016 Special Feature (Part 2)

Read our second Technical update here

Read our latest Technical update here on maximising pension savings – make them while you can

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12 February 2016

Technical View: February 2016

As the end of tax year 2015/16 approaches, we recap on some of the planning opportunities available to you to consider before 5 April 2016.

This month’s Technical View has more details...

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03 February 2016

Technical View: Special Feature - Part 1

The first in a special series taking a closer look into the 6 April 2016 reduction in the lifetime allowance

Read part 1 here which looks at the 2016 fixed and individual protections being introduced

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13 January 2016

Technical View: January 2016

In this month’s Technical View, we take a closer look at the reduction in the lifetime allowance (LTA)

Welcome to this month’s Technical View, where we take a closer look at the reduction in the lifetime allowance (LTA) and the new protections that will coincide with this

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09 December 2016

Technical View: December 2015

In this month’s Technical View we look at some of the questions received into the Sanlam technical e-helpdesk

Welcome to this month’s Technical View, where we look at some of the questions received into the Sanlam technical e-helpdesk

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11 November 2015

Technical View: November 2015

In this month’s Technical View, we look at the reduction in the lifetime allowance (LTA) from £1.25m to £1m.

In this month’s Technical View, we look at the reduction in the lifetime allowance (LTA) from £1.25m to £1m.

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14 October 2015

Technical View: October 2015

In this month’s Technical View, we take a closer look at another announcement from July relating to the changes to dividend taxation from tax year 2016/17.

In this month’s Technical View, we take a closer look at another announcement from July relating to the changes to dividend taxation from tax year 2016/17.

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09 September 2015

Technical View: September 2015

In this month’s Technical View, we look at the Residence Nil Rate Band

In this month’s Technical View, we look at the Residence Nil Rate Band

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12 August 2015

Technical View: August 2015

In this month’s Technical View, we look at the Impact of the changes to Pension Input Periods

In this month’s Technical View, we look at some of the outcomes related to pensions that were announced in the Summer Budget on 8 July 2015.

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08 July 2015

Technical View: July 2015

This month, we focus on some recent questions received by the Technical e-helpdesk.

This month, we focus on some recent questions received by the Technical e-helpdesk in the hope that it will help you with some queries you receive.

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11 June 2015

Technical View: June 2015

In this month's Technical View we look at Pension Tax Relief.

Read more on Pension Tax Relief and and how the new Conservative government could affect this.

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12 May 2015

Technical View: May 2015

Looking at a surviving spouse with an additional ISA allowance on the death of their spouse.

Focusing on the proposal announced in the 2014 Autumn Statement, which provides a surviving spouse with an additional ISA allowance on the death of their spouse.

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27 April 2015

Technical View: April 2015

Changes to pension flexibility now the legislation has been implemented.

Looking at recent questions received by the Technical e-helpdesk concerning the changes to pension flexibility now the legislation has been implemented.

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11 March 2015

Technical View: March 2015

Employer pension contributions and client’s access to UK registered pensions when they have moved away from the UK.

A summary of recent questions received about employer pension contributions and client’s access to UK registered pensions when they have moved away from the UK. We hope that this will help you with some queries you may receive.

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20 February 2015

Technical View: February 2015

Proposed changes to the taxation of relevant property trusts

This month we take a closer look at the proposed changes to the taxation of relevant property trusts now HMRC have finished their latest consultation period on simplifying the taxation of these types of trusts.

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14 January 2015

Technical View: January 2015

This month, we focus on some recent questions received by the Technical e-helpdesk.

This month, we focus on some recent questions received by the Technical e-helpdesk in the hope that it will help you with some queries you receive.

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Please Note...

This particular area is intended for financial professionals only. The content is only approved for use by authorised and regulated financial professionals and should not be relied upon by any other individual. If you are not a financial adviser, or do not represent an authorised regulated firm, please return to the homepage.

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.