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Managing your investment proposition in today’s challenging world post image

Managing your investment proposition in today’s challenging world

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.
Whiskey Galore! post image

Whiskey Galore!

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?
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.
Sanlam UK’s latest Income Study reveals best and worst of UK Equity Income funds post image

Sanlam UK’s latest Income Study reveals best and worst of UK Equity Income funds

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.
Effects of coronavirus on the markets post image

Effects of coronavirus on the markets

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

Shareholder Rebellion

Investors are increasingly taking on company boards as they demand change on everything from management pay to environmental policy.
Praemium adds Sanlam Onshore Investment Bond to platform post image

Praemium adds Sanlam Onshore Investment Bond to platform

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

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