Help me plan for my life
We can advise you on your current situation and work with you to achieve your financial goals.
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Estate and inheritance tax planning
Why give more tax than you need to? We can help you minimise your IHT liability.
Estate and inheritance tax planning
Inheritance Tax (IHT) is a major concern for many of our customers; especially as UK property prices continue to rise and more and more estates fall within the IHT threshold. Without proper tax planning, people can end up leaving a substantial tax liability on their death, considerably reducing the value of the estate they pass on to chosen beneficiaries.
Minimising your tax liability and maximising what you're able to pass on calls for considerable skill and foresight - and a detailed knowledge of the IHT rules and regulations.
Protecting their future
Whatever happens in life, we can work with you to make sure your family's provided for. Through a combination of expert advice and the ability to introduce you to a specialist tax professional, we can help you financially safeguard your dependents by reducing your inheritance tax liability.
Financial gifts
It's not just a generous gesture; financial gifting can be a tax-efficient way to provide for your family's future. We can work with you to find the solution that best suits your situation and goals.
Protecting against external factors
You can shelter your family from life's little surprises with some careful financial planning. We can work with you to develop these plans, and check that they remain relevant to your situation.
Relevant products & services
We have a range of financial solutions available that have been designed to help you realise your plans.
Find out more
Trusts and inheritance tax
Tax services
Tax efficient investing
Will writing and executorships
Meet us to discuss your future
Our Financial Planning Managers are here to help you.
Call 0800 587 2024*
to book an appointment
Request a call back
at a time that suits you
Knowledge centre
Keep up-to-date with the latest financial news and views, use our interactive tools and find out how others have planned their financial futures.
*Lines are open Monday - Thursday 8am - 8.30pm, Friday 8am - 6pm and Saturday 9am - 2pm.
Calls made to 0800 numbers are free if made from a UK landline. Mobile rates may vary.
Calls may be recorded and/or monitored for staff training and audit purposes.
Barclays Financial Planning is a trading name of Barclays Bank PLC, which is authorised and regulated by the Financial Services Authority. Registered in England.
Registered No: 1026167. Registered Office: 1 Churchill Place, London E14 5HP
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