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Alternative Investment market (AIM) Inheritance Tax Service
Key documents.
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.
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.
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.
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.
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
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).
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.
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

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