Tax efficient investing

Did you know that an astonishing 80% of people pay more tax than they need to?*

At Barclays Financial Planning we want you to be in the 20% who don't, by helping you to invest tax efficiently.

If you're looking to invest in an ISA, for example, we can suggest the one that's most suitable to you. Each has its merits but not all may be right for you.

Barclays Financial Planning Managers spend time listening to your needs and tailoring their advice to your personal goals.

*Source: www.thisismoney.co.uk, 3rd March 2006.

• Investment ISA's
• Capital Gains Tax

• 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:

• A choice of ISAs from major investment companies.
• Tax efficient investment advice – specific to your needs.