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Onshore Bond
Increase your clients’ options for investing in products with tax-efficient wrappers without limiting their choice on the range of adviser platforms.
About to retire
Sanlam helps you prepare to retire, advising you on how to set financial goals, how to make pension contributions and explaining your tax obligations.
Already retired
Now you’ve stopped working, we want you to have the best retirement possible, safe in the knowledge that you and your family will have a secure financial future.
Discretionary fund management
We create diversified investment portfolios that are tailored to each of your clients and manage them in line with your instructions.
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.
Alternative Investment market (AIM) Inheritance Tax Service
Key documents.
End of tax year planning
As we approach the end of another tax year, Julia Peake from Sanlam discusses what you need to look out for to ensure clients remain on track.
Relief at source for Scottish Income Tax
On 14 December 2017 the Scottish Government announced new Scottish Income Tax rates and allowances to apply for 2018 to 2019 tax year.
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.
End of tax year – time is ticking
Tax year end is fast approaching and we’re here to support you and your clients at this busy time. We’ve outlined the important deadlines for sending us applications and other top-ups to ensure your clients’ money is invested for this tax year.

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