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.
 
The Sanlam technical team also provides internal support to our business throughout the UK. 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 today. 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

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
An overview of the tapered annual allowance post image

An overview of the tapered annual allowance

The tapered annual allowance came into being in April 2016, and since that time, more and more high income individuals are feeling the effects. 2019/20 is the first tax year when higher amounts of unused annual allowance from the pre-taper years will not be available to carry forward. Here we highlight the key things to consider when calculating your tax liabilities.
What to be aware of in 2019: Key considerations for advisers post image

What to be aware of in 2019: Key considerations for advisers

As the new tax year starts we look forward to what 2019 holds. Our technical team has put together a handy guide of some of the key information you will need to consider when advising your clients.
End of tax year planning post image

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.
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.
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The value of investments and any income from them can fall and you may get back less than you invested.