Knowledge hub

With so many options now available to deliver an investment proposition, which is best for both your clients and your business? And how can technology help? Lawrence Cook, Head of UK Intermediary Distribution, discusses the developments in the DFM and MPS markets.

Whisky recently topped an index for the best-performing luxury investments – but why is it so popular, and what do you need to know to invest?

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.

Sanlam UK has published its half-yearly Income Study, the definitive investor guide to the best and worst funds in the UK equity income sector.

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.

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.

Investors are increasingly taking on company boards as they demand change on everything from management pay to environmental policy.

Sanlam UK announces a partnership with investment platform Praemium, enabling access Sanlam’s open architecture bond through the Praemium platform.