We recognise that tax year end is an especially busy time for financial advisers as you review your clients' investments to ensure they are making the best use of their annual allowances.

Our range of technical resources, products and services are designed to support you and make planning all that bit easier. 

A guide to helping your clients get ahead of potential capital gains tax changes

With speculation around potential changes being made to capital gains tax legislation in 2021, while we do not know for certain if changes will be made, we believe it’s worth ensuring your clients are, at the very least, maximising all current allowances and exemptions.
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The role for onshore bonds in "all asset" financial planning

Register to join our upcoming virtual Adviser Insights event.
Onshore bonds: a product of the past or tax wrapper of the future?
Onshore bonds were once the tax wrapper of choice, but in recent years international investment bonds and collective investments have been favoured by many advisers. With capital gains tax changes in the offing, could they be about to have their day in the sun once again?
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Tax Planning
Help your clients pass on their money efficiently by integrating tax-efficient investment solutions into their financial plans.
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Discretionary fund management
We create diversified investment portfolios that are tailored to each of your clients and manage them in line with your instructions.
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Technical Support
Ask us for technical advice on a wide range of financial planning issues, from the latest regulations to specialist investments.
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Related articles

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