Wealth Structuring and Estate Planning
- Protecting
- Preserving and
- Passing on your wealth
Planning for the future
Why not step up a trust for the better management of your assets. A trust may have inheritance tax and other benefits. We can help you put in place wealth structures that address your future ambitions and goals as well as your current needs. Our dedicated financial advisors will help you find the right solution to meet your requirements.
Comprehensive estate planning
We can help you set up a trust which is either resident in the UK or outside the UK. We offer dedicated trust advice and will work with your own tax advisor so your assets and investments can be structured effectively for the long term benefit of you and your family.
Why set up a trust?
Trusts have an important part to play in estate planning where an outright gift might not be considered appropriate. Setting up a trust can be a powerful way to structure your wealth, as it separates the legal and beneficial ownership of assets.
You pass title to your assets to the Trustee, who then has a responsibility to manage the assets on behalf of the named beneficiaries. In UK law, you no longer own the assets. Trusts can be set up in the UK or in jurisdictions outside the UK.
Find out more...
Give us a call on +44 (0) 141 352 3986† or we can call you back.
Legals
We always recommend that you take independent professional legal and tax advice.
Although your portfolio is carefully managed and well diversified, the value of your investment and the level of income you may receive can go down as well as up. Your returns may also be affected by exchange rate fluctuations if your investment is converted into another currency at a later date.
† Lines are open 9am to 5pm Monday to Friday local time. Call charges may vary. Please check with your local telecoms provider. Calls may be recorded for training and security purposes.
The products and services described on this page are provided by the following company which is part of Barclays Wealth, Barclays Private Bank and Trust (Isle of Man) Limited is licensed by the Isle of Man Financial Supervision Commission for Banking, Investment and Corporate and Trust Service Provider business. For further Information on these companies and Barclays Wealth please read
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.
