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Insights and Literature

Our team of investment experts provide insight on today's market trends and most pressing client challenges. Not only do we focus on the investment landscape, we also offer commentary and advice. In this section you will find some of the industry’s most perceptive and in-depth thinking in the form of reports, articles and videos.


Dividend tax changes: are you in the know?

Posted by on 21 Oct 2015

The Chancellor’s changes to the taxation of dividends have caused a great deal of confusion and concern, particularly to higher rate taxpayers. What are the main issues and how can we manage their impact?

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The Fed should remain dovish despite the hawkish noises

Posted by on 28 Sep 2015

One week after confirming the Federal Reserve wasn’t yet ready to raise interest rates at its September 2015 meeting, as we had anticipated, the Fed’s current policy was again under the microscope yesterday during Janet Yellen’s speech to the University of Massachusetts.

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ISAs. The savings account that can keep on giving

Posted by on 22 Sep 2015

Richard Webb, Tax and Technical Solutions Manager at Sanlam Private Wealth, looks at the tax benefits of an ISA and how to make the most of them – even in times of bereavement.

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