Take control of your inheritance planning

Your family could owe a substantial portion of the money you’ve worked hard to save to the taxman. It’s estimated that between 2017-18, over £5 billion was paid to the Treasury in inheritance tax receipts and more and more families are being caught in the inheritance tax net. If any of the following apply to you, we can help:

  • The total value of your assets (including savings, investments and my house) is more than £325,000 for a single person or £650,000 for a married couple or civil partnership.

  • You want to maximise the amount of money you pass on to your family

  • You’re interested in finding out about ways to plan ahead for IHT

    How the consultation works

  • We will be in-touch to find out more about your aims and requirements

  • One of our inheritance tax experts will then be in touch at a convenient time, either over the phone or at your home or a local Sanlam office

  • You will be able to ask any questions you have and find out more about how we can help you

  • The consultation is completely free to you and you are under no obligation to work with us

Speak to one of our IHT experts about how we can help

Preferred method of contact :

Sanlam will processes your personal data in accordance with applicable data protection laws, as explained in the Sanlam Privacy Statement

Tax rules are subject to change and depend on your individual circumstances. Estate planning and trusts are not regulated by the Financial Conduct Authority. The information provided should not be taken to be a personal recommendation and we would strongly recommend taking regulated financial advice

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