Protect and grow your wealth

Typically, people come to us when something has happened or is about to happen in their lives. They have received a substantial inheritance or settlement. They are selling a family business. They are thinking about retiring. Their family circumstances have changed.

Sanlam’s starting point is always the same – a face-to-face conversation to talk about your situation. Our priority is getting to know your individual circumstances and tailoring our advice to your specific requirements. We help you create financial plans that meet your personal and professional goals, finding the best ways to protect and grow your wealth.

  • Tax

    Tax can have a dramatic impact on your wealth. Yet by using the right strategy, you can avoid unnecessary expenses. We can help you make the most of all your annual allowances and tax-free structures, including ISAs, as well as other government-approved tax-free structures, including enterprise investment schemes and venture capital trusts.

  • Pensions

    Your pension can provide you with the freedom to enjoy later life without having to worry about money, bills and running out of funds. While you’re working and earning, we can help you build up your pension savings and reach your goals with help from the right investment strategy. Then when you’re ready to retire, we can guide you through the various options for drawing down your benefits.

  • Estate planning

    Our financial planners help you understand the implications of inheritance tax (IHT) on your estate and how to plan accordingly. We work collaboratively with highly qualified external professionals to ensure all the right structures are in place.

  • Family protection

    At Sanlam, we understand that events such as death or illness can take their toll on family life. We help you find the best ways to protect your wealth whatever comes your way. We aim to alleviate the burden by providing comprehensive insurance to protect the interests of you and your family, tailoring our solutions to fit your needs.

  • Managing your income

    We enable you to gain more control over your income by helping you formulate spending plans. We are sensitive to the needs of different types of clients, such as those who are recently divorced or soon retiring, and can guide them through what is often a difficult time in their lives.

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