Fund Management

What's New In Investments, Funds? - Sanlam

Editorial Staff 3 May 2018

What's New In Investments, Funds? - Sanlam

The latest in funds and investments across the UK, Europe, Middle East and Africa.

Sanlam UK has launched its inheritance tax (IHT) service, enabling clients to mitigate IHT liabilities and generate long-term growth by investing in smaller companies.

By investing in a diversified portfolio of shares listed on the Alternative Investment Market (AIM), the service will provide exemption from IHT through business property relief (BPR). 

The portfolio will be made up of 25 to 45 shares across a range of industries and with growth potential. Investors will be able to hold the shares in an ISA or SIPP, and can add or withdraw money at any time. 

Each stock will go through a screening process to try to ensure qualification for BPR as well as reassuring investors of the potential for long-term growth.

The service has an initial charge of 1.5 per cent, plus an annual management fee of 2 per cent and VAT.

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