Barclays

Wealth management and trusts

As well as choosing the right investments, it is essential that they are arranged and managed to help ensure that you gain maximum benefit from them.

Barclays iInvest can organise investments as part of an overall solution to your wealth management and financial planning needs. In this way we can help with the protection of assets, passing on ownership, tax planning and retirement planning.

Although we do not provide tax advice, we can work with your own advisers to organise your assets and investments to form part of your financial and tax-planning provisions.

Trusts

A trust is a powerful estate planning tool. It can help structure assets with a view to a number of scenarios including tax-planning, inheritance-planning or possible legal action.

Trusts separate the legal and beneficial owners of the assets placed within a trust. When a trust is established, assets are given to a trustee such as an offshore bank, to hold for the benefit of specified beneficiaries, this could be for you or someone else.

Different types and structures of trust are available, depending on what works best for your requirements. We will examine your circumstances and aspirations before working with your independent tax and legal advisers to create a trust structure to work in your best interests.

Protecting your assets
Your assets can be structured to help protect against political or economic instability, loss of value, divorce, litigation and third-party claims.

Passing on ownership
You can arrange the ownership of assets for generations to come, and mitigate against the need for probate.

Retirement and pension planning
We can help you organise and manage your pensions and other retirement provisions.

Please bear in mind that the value of investments can go down as well as up, so you might not get back what you originally invested.

You have sole responsibility for the management of your tax and legal affairs, including making any applicable filings and payments and complying with any applicable laws and regulations. We have not provided and will not provide you with tax or legal advice and recommend that you obtain your own independent tax and legal advice tailored to your individual circumstances.

How to apply

Barclays iInvest is available to investors with £50,000 (or currency equivalent) to invest. To find out more choose one of the following options:

Speak to your Relationship Manager

Telephone us on +44 (0)1624 684496^†

Download the Barclays iInvest brochure.