Tax services

There's no point in ignoring the issue of death, but every reason to look at the situation sensibly now. Once you have, you can get on with your life with one less thing to worry about.

We're known for our integrity, reliability and confidentiality. Our detailed knowledge of legal and financial matters means we deal effectively with your will, estate or trust.

Our dedicated specialists will sort out your assets in the way that benefits you and your loved ones the most. Whatever you need we have a wide range of services, including preparing wills; acting as executor, administrator, trustee and attorney; and preparing valuations for probate and capital gains tax purposes.

• 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 call back within 48 hours of your enquiry.
• Access to partnership expertise.
• The opportunity to profit from specialist tax advice.

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