Capital Gains Tax

If you're thinking of selling or giving away an asset that's risen in value, hold on: you may be taxed on the profit. We can help minimise your Capital Gains Tax (CGT) liability.

Investment opportunities, such as ISAs or PEPs, are exempt from CGT, as are personal belongings worth £6,000 or less or, in most cases, your main home or your car.

Your Barclays Financial Planning Manager can help you assess your individual situation and then recommend a personalised plan to help you invest tax efficiently. This will ensure as much of your money as possible stays with you and not the taxman.

Call 0800 587 2024 to make an appointment.

• Important Information

  Typically, most investments unless otherwise specified, are intended to be held for the medium to long term (5 years and longer) and you should be aware that the value of investments and any income from them can fall as well as rise. Returns are not guaranteed and you may not get back what you originally invested. Not all types of investments are appropriate for everyone and we recommend that you always seek guidance from your own tax adviser about the tax implications that could arise based on your personal circumstances.

With Barclays Financial Planning you get:

• The opportunity to invest up to £7,200 a year, tax free.
• A choice of ISAs from major investment companies.
• The chance to make lump sum or monthly payments, depending on the selected ISA.

For more information call 0800 587 2024 to book an appointment or request a call back.