Barclays

Which investments suit your lifestyle?

Your investment needs will be influenced by your lifestyle and the stage of life you are at.

A young professional will have different investment needs compared to a married couple approaching retirement. The needs would vary again if you are living overseas, in your home country, or looking to move between the two.

Tailoring investments to your lifestyle

We will seek to fully understand your lifestyle before tailoring an investment, financial planning and wealth protection solution to meet your unique needs. Barclays International offers a range of services and products that are designed to work with you as your circumstances and lifestyle change.

Lifestyle examples

The following are fictitious case studies of international investment clients. To find out more about each one, click the respective link.

Living and working abroad, approaching retirement
John and Valerie bank offshore to take advantage of their tax status, and to ensure easy access to their cash as they move around the world.

We set up John and Valerie's investments to deliver a good income when they retire. Although we do not give tax advice we were able to work with John and Valerie’s own tax adviser so they could use our financial planning services to manage their inheritance tax, and set up trusts for their grandchildren.

Read the case study of John and Valerie.

Young professional with an international lifestyle
José has just returned from the UK to his native Madrid. He wants to keep his life flexible and his money accessible. One of our International Investment Advisers can visit him in London or Madrid.

Read the case study of José.

Seeking stability and security
Osi lives and works in Nigeria. We placed his assets in an offshore bank located in a jurisdiction that is widely regarded as being economically and politically stable.

One of our International Investment Advisers visited Osi in his home town of Lagos to understand Osi's circumstances, aspirations and attitude to investment risk.

Read the case study of Osi.

Sophisticated investor
Frederich uses our advice to supplement his own considerable knowledge of markets and investments.

Through Barclays iInvest, Frederich has a more diverse choice of investments than he would as a lone investor. We introduced Frederich to our preferred tax advisers to help him structure his portfolio to reflect his tax status.

Read the case study of Frederich.

Residents of Jersey, Guernsey, Gibraltar and the Isle of Man
Jo and Rupert live in Jersey with their two sons. They have set up a retirement plan that brings their pensions together for easier management.

We have also helped them set up trust funds to help with the costs of their sons attending university.

Read the case study of Jo and Rupert.

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.