Estate planning service

We can help you plan efficiently and effectively for the future. Barclays comprehensive estate-planning service includes:

• Help with drawing up and reviewing your will.
• Making full use of exemptions and reliefs on lifetime transfers.
• Optimising lifetime transfers between spouses or civil partners.
• Transferring agricultural or business property.
• Transferring assets into a trust.
• Arranging adequate life assurance to cover potential inheritance tax (IHT) liabilities.

• Important Information

  An essential part of successful estate planning is consideration of taxation implications around the transfer of your assets to your chosen beneficiaries either during lifetime or on death, ensuring that appropriate actions are taken to make best use of tax reliefs and allowances. These should be regularly reviewed to take fully into account any changes in those circumstances or in taxation or other relevant legislation.

With Barclays Financial Planning you get:

• Your situation analysed and appropriate action suggested to mitigate IHT liability.
• Full use made of exemptions and reliefs on lifetime transfers.
• Suitable trusts recommended.
• Life assurance policies arranged where appropriate to pay IHT.

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