Barclays Wealth

Investment tax relief

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 appetite.

In doing so, we will consider:

• The investment tax relief options available
• The levels of risk associated with these options
• Any minimum investment periods that may apply
• Potential access restrictions.

Taxation depends on individual circumstances which may change in the future.

Learn more about the potential investment tax relief options available to you:

• Venture Capital Trusts (VCTs)
  Investing in VCTs can allow you to enjoy income tax relief, tax-free dividends and exemptions from capital gains tax. Barclays Wealth can help you understand the risks of investing in VCTs and take advantage of the tax benefits.
• Enterprise Investment Schemes (EISs)
  EISs gives tax relief to people who invest in shares of qualifying companies. Barclays Wealth can help you understand the risks of investing in EISs and take advantage of the tax benefits.
• Individual Savings Accounts (ISAs)
  By taking advantage of your ISA allowance each year, you can build your own personal ‘tax haven’.
• Pensions
  Using pensions to save for your retirement offers a variety of tax incentives and benefits.

Legal information