WEBVTT

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Hello, I'm Lee Platt, Director Wealth Planner with 
Barclays Wealth and Investment  Management.

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Estate planning to reduce inheritance tax
can be a hugely complex area with many rules

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and regulations to consider.

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Feeling daunted about how to get started can
put people off making such plans.

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That’s why enlisting the help of an adviser
can help to get you on the road of having

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those plans in place.

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Speaking to a professional about your wishes,
plans, and considerations will help to formulate

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the all-important plan.

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An adviser will ensure that you fully understand
your circumstances and the options available

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– as well as how best to implement your
wishes to meet your aims.

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The provision of professional advice can ensure
more of your wealth is preserved for your

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family by helping to reduce inheritance
tax as well as ensuring any levels of required

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control are maintained and access to income
and/or capital is secured.

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An adviser can also monitor progress through
the plan over time as positions and wishes

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change and offer peace of mind that everything
is set up in the right way.

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A Barclays Wealth Manager can talk to you
about estate planning options to suit you

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and your family.