Showing 41 search results for :

Inheritance

Alternative Investment market (AIM) Inheritance Tax Service
Key documents.
News
Millennials expect to inherit £1.2 trillion in the next 30 years
Over 11 million people aged between 25-45 in the UK expect to receive some sort of inheritance from their parents or grandparents, with nearly half (5.1 million) of these expecting to inherit at least £50,000 in fixed assets or money.
Insights
Is it possible to avoid Inheritance Tax?
Most people accept that tax is a fact of life, and that while there might be ways to minimise it, the more you earn, the more you owe. But when it comes to Inheritance Tax (IHT), many clients feel a sense of injustice. After all, they’ve dutifully paid their taxes, and diligently saved so as not to be a burden on the state.
Insights
Is inheritance tax fair? Allowances, thresholds and reducing liabilities
It’s one of the most disliked taxes but there are plenty of ways you can reduce your liability.
News
Over-55s worried about children ‘squandering’ their inheritance
Our report finds that 48% of over 55s are worried about how their children will use their inheritance.
Insights
The Generation Game
Exploring the changing attitudes to inheritance and the implications for the financial services industry. The wealth management industry is undergoing a period of significant and transformative change
Insights
Family fortunes
According to the financial forecasters at the UK Office for Budget Responsibility, £5.4 billion will be raised by HMRC from Inheritance Tax (IHT) in the coming financial year. More people have found themselves subject to IHT as the value of property has increased, but one way you can limit your liability is to invest in companies listed on the Alternative Investment Market (AIM).
Service
Inheritance tax planning
Inheritance tax (IHT) can have a significant impact on wealth. At Sanlam, we find the most efficient ways to protect and pass it on for future generations.
Who we are
As Wealthsmiths, we use our expertise to craft relevant financial products and services to help you meet your financial goals.
Asset management
Sanlam Investments is a specialist asset manager within the Sanlam Group. We manage over £5bn in an innovative range of equity, fixed income and multi-asset strategies.
Insights
Top Tips on how to pass wealth on to your loved ones
Inheritance has always been a sensitive subject, not just because of the financial

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

Back
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.