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Advisers

News
Wealth transfer: adviser industry at risk of neglecting future clients, warns Sanlam UK
The UK adviser industry is at risking of neglecting the under-45 segment of the market – and missing the chance to win inherited pots as a result – a report from Sanlam UK has warnned.
News
Sanlam acquires financial adviser network
Sanlam UK – part of Sanlam Limited, the global financial services group – today announces that it has acquired the financial adviser network business of Tavistock Financial Ltd, from Tavistock Investments Plc.
News
Sanlam UK acquires Grennan Advisers LTD
Sanlam UK, wealth manager and part of the international financial service group Sanlam Ltd, has today announced that it has acquired Grennan Advisers Ltd, a financial planning business based in East Yorkshire.
Insights
What to be aware of in 2019: Key considerations for advisers
As the new tax year starts we look forward to what 2019 holds. Our technical team has put together a handy guide of some of the key information you will need to consider when advising your clients.
Financial advisers
A Wealthsmith can help you build bridges with your clients and grow your business.
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Alternative Investment market (AIM) Inheritance Tax Service
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The value of investments and any income from them can fall and you may get back less than you invested.