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Tax

Insights
Capital gains tax (CGT) falls outside of the Conservative’s election promise not to raise taxes and is one way of starting to replenish the public purse after the ravaging effects of covid-19. Although it’s not advisable to make changes to your investment strategy until new rules or legislation are formally announced, we believe that CGT allowances are likely to become less generous.
Insights
The reform to entrepreneurs relief will leave some business owners paying more tax. What do the changes mean for you?
Insights
Sanlam CIO Phil Smeaton assesses market conditions, the investment outlook and the resulting impact on our clients' portfolios in this month's investment update.
Sanlam Investments, as a subsidiary of a parent founded in 1918 understands the true value of long termism.
Insights
In the past 5 years, there has been a significant increase in the use of artificial intelligence (AI) across industries. AI is being implemented in a number of ways, from automating simple tasks to helping professionals make better decisions. Here we take a look at some of the highlights from the past five years of the Sanlam Global Artificial Intelligence Fund.
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Professional investors only. The value of investments and any income from them can fall and you may get back less than you invested.