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Tax

Insights
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.
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Increase your clients’ options for investing in products with tax-efficient wrappers without limiting their choice on the range of adviser platforms.
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Sanlam helps you think about your finances before you get married and put in place a plan to secure your financial future together.
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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.
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We create diversified investment portfolios that are tailored to each of your clients and manage them in line with your instructions.
Insights
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.
Insights
On 14 December 2017 the Scottish Government announced new Scottish Income Tax rates and allowances to apply for 2018 to 2019 tax year.
Insights
It’s one of the most disliked taxes but there are plenty of ways you can reduce your liability.
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.
Insights
Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Insights
The government offers many incentives to encourage people to do everything from save for old age to claim tax relief. Learn more about a few that you might be entitled to!

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