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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.
With speculation around potential changes being made to capital gains tax legislation, find out how can you can help your clients get ahead and maximise the current allowances and exemptions.
Increase your clients’ options for investing in products with tax-efficient wrappers without limiting their choice on a range of adviser platforms.
Sanlam helps you think about your finances before you get married and put in place a plan to secure your financial future together.
Ask us for technical advice on a wide range of financial planning issues, from the latest regulations to specialist investments.
Now you’ve stopped working, we want you to have the best retirement possible, safe in the knowledge that you and your family will have a secure financial future.
We create diversified investment portfolios that are tailored to each of your clients and manage them in line with your instructions.
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.
Whether you’re saving for a deposit for your first home or purchasing a holiday home, our mortgage deposit calculator can help. Enter your budget and how much you’ve already saved in our calculator to see if your dream property is within reach.
On 14 December 2017 the Scottish Government announced new Scottish Income Tax rates and allowances to apply for 2018 to 2019 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.