60 year-old Kathryn Meadows* was overjoyed when her son announced triplets. However, it did mean that she and her husband needed to revise their financial priorities. We reviewed a number of IHT and trust planning options to ensure that, they can enjoy their nest egg and plan for their families.
Your wealth can have a massive impact beyond your lifetime. With foresight, you can ensure that impact is as positive as possible. We can help you prepare for tomorrow.
Everyone has a different idea of how they want to pass on their wealth. You might want it to pass directly to family members. You might want to leave a philanthropic legacy. You may wish to reduce the effect of inheritance tax on your estate and consider the use of family trusts or charitable foundations. Or your wealth might encompass businesses, property and investments in the UK and abroad that require specialist considerations.
We've worked with tens of thousands of clients and each one has been different. But one thing does come through again and again – the importance of planning your legacy early.
We can help you with the many aspects of inheritance planning, from helping you to make your will to acting as your executor and trustee. We have considerable expertise within Barclays and an extensive network of contacts to help you find advice on wills, trusts, and other tax efficient ways to ensure your wealth is best structured for your beneficiaries.
It's your legacy. Let us help you ensure it reflects your priorities.
Trust & Tax
*Whilst this is a real-life scenario, personal details have been changed.
