At Sanlam, we know your clients have unique and often complicated financial needs. That’s why we offer technical support so you can give them a clear view of their options and answer any questions they may have. Our teams have developed their expertise over many years and we’ve forged a strong reputation as investment specialists across a broad range of areas.

Our technical team

Our team of technical specialists have extensive experience in the industry with in excess of 180 years of experience.

We can help with technical queries about products within our extensive product range, along with legal and regulatory issues surrounding investments, pensions and trusts. In areas where we do not have the relevant expertise, such as overseas taxation, we recommend you seek specialist advice.
Through our online helpdesk, advisers and other members of the Sanlam group can email their questions. This service is ideal because it provides an audit trail for compliance purposes and easy reference.

We are committed to providing a prompt and reliable service, and typically respond to any questions by the end of the next working day. On rare occasions when this is not possible (for example, if the question is particularly complex), we will provide you with an estimated turnaround time. The more information you can provide in your question, the better placed we will be to give you a more detailed and helpful response.

Technical View

Suspended Property funds post image

Suspended Property funds

Recently, there have been a number of fund suspensions in the UK property sector because the Covid-19 virus has impacted the independent valuers’ ability to value UK property held as underlying investments in the funds.
Spring Budget 2020 Summary post image

Spring Budget 2020 Summary

In this Government’s first budget and the first since the UK left the EU, the Chancellor, just four weeks in to his role, was faced with a number of challenges. Our summary sets out the main changes to tax rates and allowances for individuals, companies and trustees. It also aims to identify other notable changes which may be of interest.
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.
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.
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.
Why recommend a Trust? post image

Why recommend a Trust?

Trusts can be complex, and many clients assume they are for the very wealthy. Julia Peake, Sanlam UK, discusses the benefits of trusts, the key considerations, and the rules around them.
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.
Greenwashing: Why socially responsible investing is not always as it seems post image

Greenwashing: Why socially responsible investing is not always as it seems

By Paris Jordan CFA
Tax documents
Tax and technical support
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The value of investments and any income from them can fall and you may get back less than you invested.