Barclays

What can Barclays do to help you?


We can help you to minimise your inheritance tax liability while maximising what goes to your chosen beneficiaries.

 

 

 

 

 

For over a century we've helped people pass their wealth on to their loved ones – and as little as possible to the taxman. Making this happen calls for considerable skill and foresight - and a detailed knowledge of the tax regime. You can rely on Barclays expertise in helping you to make the right choices.

We provide a comprehensive estate planning service that includes:

• • help with drawing up and reviewing your will
• • making full use of exemptions and reliefs on lifetime transfers
• • optimising lifetime transfers between spouses
• • transferring assets into trust
• • arranging adequate life assurance to cover potential inheritance tax liabilities

Underlying all of this are your general financial planning needs which will form a key consideration when building a solution for you.

You can find further details about making a will and some of our other services on our Estates and Trusts site. Or make an appointment to see a specialist adviser to find out more.

 

Talk to us

Call us now on
0800 328 3486

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Read our Inheritance Tax Planning guide

What am I worth?

See how Inheritance Tax might affect you