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This website provides information about a number of separate companies operating within the Advanta group. “Advanta Group” is a collective description only and is not itself a legal entity, trading name, or regulated firm. Products and services are provided by the relevant company identified within the applicable sections of this website. Full company, regulatory, and authorisation details for each entity are set out below.

Our company website is designed for UK residents only.

This website is operated by Advanta Ltd as a central information hub for the Advanta Group. The services described on this website are provided by the relevant Advanta Group company, which remains responsible for its own services, regulatory compliance and customer relationships. Where you submit an enquiry through this website, your information may be shared with the relevant Advanta Group entity so that it can respond to your enquiry. Further information about how your personal data is used and shared is available in our Privacy Notice.

Advanta Wealth Ltd is authorised and regulated by the Financial Conduct Authority, Reg. No. 605977. The Financial Ombudsman Service is available to sort individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit https://www.financial-ombudsman.org.uk/. Company registration no: SC433830. Registered Office: Ailsa Court, 121 West Regent Street, Glasgow, G2 2SD.

Advanta Mortgages is a trading style of Advanta Wealth Ltd which is authorised and regulated by the Financial Conduct Authority, Reg. No. 605977. The Financial Ombudsman Service is available to sort individual complaints that clients and financial services businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit https://www.financial-ombudsman.org.uk/.
Company registration no: SC433830. Registered Office: Ailsa Court, 121 West Regent Street, Glasgow, G2 2SD.

Advanta Direct Ltd is authorised and regulated by the Financial Conduct Authority, Reg. No. 430987. The Financial Ombudsman Service is available to sort individual complaints that clients and financial services businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit https://www.financial-ombudsman.org.uk/.
Company registration no: SC223664. Registered Office: Ailsa Court, 121 West Regent Street, Glasgow, G2 2SD.

Advanta Risk Ltd is authorised and regulated by the Financial Conduct Authority, Reg. No. 308750. The Financial Ombudsman Service is available to sort individual complaints that clients and financial services businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit https://www.financial-ombudsman.org.uk/.
Company registration no: SC204478. Registered Office: Ailsa Court, 121 West Regent Street, Glasgow, G2 2SD.

Advanta Invest is a trading name of Advanta Invest Ltd which is authorised and regulated by the Financial Conduct Authority, No. 953313. The Financial Ombudsman Service is available to sort individual complaints that clients and financial services businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit https://www.financial-ombudsman.org.uk/. Company registration no: 12693508. Registered Office: 130 Buckingham Palace Road, London, United Kingdom, SW1W 9SA.

Advanta Solutions Ltd is a company registered in England no: 11051402. Registered Office: 130 Buckingham Palace Road, London, United Kingdom, SW1W 9SA.

Our Offices

Our Registered Office
121 West Regent Street,
Glasgow, G2 2SD.
+44 (0)345 034 0200

Our London Office
130 Buckingham Palace Road,
London, SW1W 9SA.
+44 (0)345 034 0200

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Advanta Education Hub

Inheritance Tax

Inheritance Tax Annual Allowances

Inheritance Tax – Gifting and the 7 Year Rule