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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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Financial gifts

It pays to be generous with tax efficient family gifts. Our Financial Planning Managers have the expertise to advise you on financial gifting and on other tax efficient ways to provide for your children and grandchildren’s futures.

When you’ve worked hard to look after your family, you want to be sure you can pass your assets on to them, and not to the taxman. Many such gifts are exempt from inheritance tax (IHT), including those given out of surplus income or within the annual gift allowance.

We can help you find the solution that best suits your circumstances.

Relevant products & services

We have a range of financial solutions available that have been designed to help you realise your plans.

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Trusts and inheritance tax
Will writing and executorships

Why Barclays Financial Planning?

With financial planning you'll get expert insights and professional advice to help you make the right decisions.

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Meet us to discuss your future

Our Financial Planning Managers are here to help you.

Call 0800 587 2024*

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at a time that suits you

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.

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