Pensions
Now that most restrictions on the amount of tax-efficient pension saving available have been removed, you can enjoy a variety of benefits by investing in pensions.
If you want to maximise the amount of wealth you can acquire, enjoy and pass on to your loved ones, it’s essential to find investments that can offer you tax relief.
As part of our financial planning services, Barclays Wealth can help you identify and utilise investments that qualify for full tax exemption, tax relief and partial tax breaks. We will work closely with you to develop a tailored and tax-efficient investment strategy in line with your personal financial goals and risk.
In doing so, we will consider:
Learn more about the potential investment tax relief options available to you:
Find out how giving up all or part of your salary in return for contributions to your pension plan can lead to substantial tax and National Insurance savings.
By taking advantage of your ISA allowance each year, you can build you own personal tax haven.
Find out how investing in VCTs can allow you to enjoy income tax rebates, tax-free dividends and exemptions from capital gains tax.
The EIS gives tax relief to people who invest in shares of qualifying companies. Barclays Wealth can help you understand the risks of investing in the EIS and take advantage of the tax benefits.
AIM and OFEX shares can offer you an attractive inheritance tax shelter, as well as a means of avoiding capital gains tax.
To learn more about how Barclays Wealth could help you, please complete our online form and we’ll contact you as soon as possible.
Tax treatment depends on your individual circumstances and may be subject to change in the future.
The products and services described on this page are provided by the following company, which is part of Barclays Wealth: Barclays Bank PLC in England & Wales. For further information on these companies and Barclays Wealth please read the Important Information.
Products and services on this site may not be available in certain jurisdictions. In particular, these products and services are not being offered in Japan or the United States or to US residents. For full details of exclusions and disclaimers please see the Important Information before proceeding. Each Barclays Wealth company reserves the right to make a final determination on whether or not you are eligible for any particular product or service.
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Products and services on this site may not be available in certain jurisdictions. In particular, these products and services are not being offered in Japan or the United States or to US residents. For full details of exclusions and disclaimers please see the Important Information before proceeding.
*Subject to system’s availability