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.

Tax Planning
Help your clients pass on their money efficiently by integrating tax-efficient investment solutions into their financial plans.
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Help your clients get ahead of potential capital gains tax changes
With speculation around potential changes being made to capital gains tax legislation, find out how can you can help your clients get ahead and maximise the current allowances and exemptions.
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Technical View

Budget 2021: 5 reasons to review your clients post image

Budget 2021: 5 reasons to review your clients

While the Spring Budget didn’t yield as many surprises as predicted, the freezing of all tax allowances will have an impact on clients over the next five years. In addition, ‘Tax Day’ on 23rd March could bring consultations on matters such as Capital Gains Tax changes. Here are five reasons why we think now is a good time to review client tax planning.
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.
Getting ready for tax year end - simple tax planning ideas post image

Getting ready for tax year end - simple tax planning ideas

As this tax year draws to a close and we look towards a new one opening, it is time to take stock and ensure that we have utilised all the exemption and allowances permitted giving the most tax efficient advice for our clients while still helping clients achieve their investment aims.
The Budget 2020: What you need to know to help your clients post image

The Budget 2020: What you need to know to help your clients

When the Conservatives won the General Election back in December 2019, it was on the back of some manifesto promises that would move the UK forward post Brexit. Now we have officially left the EU, the new Chancellor has stood up to deliver the first Budget of this new era, facing a number of challenges, which were not in anyone’s plans.
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.
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.
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.