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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.
It’s one of the most disliked taxes but there are plenty of ways you can reduce your liability.
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.
Our report finds that 48% of over 55s are worried about how their children will use their inheritance.
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
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.
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.
As Wealthsmiths, we use our expertise to craft relevant financial products and services to help you meet your financial goals.
Sanlam UK has today announced the launch of its Inheritance Tax (IHT) Service, enabling clients to mitigate IHT liabilities and generate long-term growth by investing in smaller companies.
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.

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