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Sanlam begins UK thematics push after 2020's acquisition spree Specialist funds targeted in latest growth plans Tom Carroll of Sanlam Sanlam Investments' key focus for 2021 will be establishing itself as a provider of thematic funds to UK investors, having significantly expanded its offering last year with a series of deals, head of asset management Tom Carroll has said. The firm is expecting to be more reserved this year in terms of buying in established vehicles and investment teams, with a greater focus on potential internal launches, but Carroll has not ruled out acquisitions... To contin...

Trending "If the plan is to take profits and reinvest in other assets then it is probably a worthwhile course of action. "But if there is no desire to sell, then the question would be, is it sensible to create a tax liability now when by continuing to hold the asset no tax would be payable for some time?" Ms Ross explained that there were still steps which could potentially be "worthwhile" to take. This relates to making use of tax allowances which are currently available. "It is worthwhile ensuring that all available tax allowances are fully used," she said.

AGF Management Ltd.: AGF Management Limited Reports Fourth Quarter and Fiscal Year 2020 Financial Results TORONTO, Jan. 27, 2021 (GLOBE NEWSWIRE) -- Reported mutual fund net sales of $88 million for the fourth quarter, a $269 million improvement over prior year Completed the sale of Smith & Williamson, receiving $250.4 million in proceeds, resulting in a strengthened balance sheet, with $94 million in cash and no debt as at November 30, 2020 Returned $45.6 million to shareholders in the quarter through the completion of a substantial issuer bid and quarterly dividend payment Reported dilut...

AGF Management Limited Reports Fourth Quarter and Fiscal Year 2020 Financial Results TORONTO, Jan. 27, 2021 (GLOBE NEWSWIRE) -- Reported mutual fund net sales of $88 million for the fourth quarter, a $269 million improvement over prior year Completed the sale of Smith & Williamson, receiving $250.4 million in proceeds, resulting in a strengthened balance sheet, with $94 million in cash and no debt as at November 30, 2020 Returned $45.6 million to shareholders in the quarter through the completion of a substantial issuer bid and quarterly dividend payment Reported diluted EPS of $1.43 for t...

Trending Ms Rosenbloom went on to discuss how some may opt to ensure their financial affairs are in order during their lifetime. “Inheritance Tax continues to be a worry for many, particularly when the bill has to be settled within six months of a loved one's passing," she said. "However, there are some quick and simple steps we can all take to ensure our financial affairs are in a better shape for any unexpected events. "These include making a will to ensure the money goes where you want it to, making gifts to loved ones while still healthy enough to do so and making the most of government...