Are your family at risk of being dragged into the inheritance tax trap?

Without careful financial planning, your family could owe a substantial portion of the money you’ve worked hard to save. They will also be under pressure to pay this tax bill within six months of you passing away – whether your estate has been settled, or not.

To help you and your family avoid paying too much inheritance tax, and to ensure you are fully prepared, we’d like to invite you to our free Passing Down Wealth seminar followed by a delicious lunch.

We’ll be joined by our financial experts and special guest Eric Knowles from the BBC’s Antiques Roadshow to explore everything from how to reduce the impact of this 40% tax on your family, to what to look out for if you think you’re in possession of a family heirloom.

Register today

Space is limited and we’ll be allocating places on a first-come, first-served basis. Make sure you don’t miss out by registering today! Choose from one of four days and venues:

  • 27 March: Cheltenham Racecourse, Evesham Rd, Cheltenham, GL50 4SH - Register 

  • 26 March: Lainston House, Woodman Ln, Sparsholt, Winchester SO21 2LT - Register

  • 8 April: The Principal, 38 Charlotte Square, Edinburgh EH2 4HQ - Register

  • 9 April: York Racecourse, Knavesmire Road, York YO23 1EX - Register

Details of the day

11am - Arrival and registration
Tea, coffee and biscuits

11.15am - Watch out for the IHT trap
Sanlam’s expert in generational wealth transfer Penny Lovell explains how your family could be affected by IHT.

11.45am - Meet the Wealth Planners
Former financial journalist Charlie Parker, leads a Q&A session with Sanlam’s wealth planners to explain how you can reduce your family’s exposure to IHT.

12.30pm - Leave more for your loved ones
Former financial journalist and Sanlam’s investment expert Charlie Parker explains how you can reduce your family’s exposure to IHT.

1pm - Lunch and drinks

2pm - End of the event

Should I attend the seminar?

If any of the following applies to you, then join us to find out what you can do to prevent your family paying more than they should.

  • The total value of my assets (including savings, investments and my house) is more than £650,000.

  • I want to maximise the amount of money I pass on to my family.

  • I’m interested in finding out ways to plan ahead for IHT.

Please navigate to a service or product page and add the document to your brochure to continue.

Name your brochure
Your details
Thank you!

Your brochure is on its way.

Brochure Confirmation - your brochure is on its way.

We hope you find this useful.

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