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Inheritance

Insights
It’s one of the most disliked taxes but there are plenty of ways you can reduce your liability.
News
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
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.
News
Our report finds that 48% of over 55s are worried about how their children will use their inheritance.
Insights
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
Service
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.
Insights
Inheritance has always been a sensitive subject, not just because of the financial
Insights
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).
News
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.

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