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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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Protecting your family's future

Life can be unpredictable. So it's reassuring to know you can put steps in place to financially shield your family against unexpected events like bereavement and sickness. We can help you look at your situation and advise on your protection needs, from life assurance to healthcare cover. We can also recommend ways in which to make provisions for your family.

With careful planning it's possible to financially safeguard your family, no matter what the future holds. That can include reducing your inheritance tax (IHT) liability, making a tax-efficient will, and providing a tax-free cash lump sum for your dependents in the unexpected event of your death.

So you get peace of mind.

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

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*

to book an appointment

Request a call back

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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