As your life changes, so do your ambitions. Thanks to the power of collaboration, we can bring the best thinking to create custom solutions to build on your achievements, secure your legacy and allow your business and family to flourish.

Big challenges demand smart collaborations

By drawing on our worldwide network of expert colleagues and partners, your advisors can ensure your life and wealth flow smoothly across international borders and jurisdictions.

Your Private Banker will connect you to your dedicated Wealth Advisor to review the current state of your wealth portfolio, from estate planning to custom insurance solutions. Together, we pool our knowledge and skills to allow you to understand and create the best ways to protect your wealth and fulfil your potential. Our ambition is your peace of mind.

The core elements of our personalised solutions are:

  • Succession planning for businesses and investments
  • Transferring wealth to ensure the next generation can flourish
  • Asset protection and assessing the potential risks to wealth
  • Navigating a complicated tax compliance and risk management landscape globally
  • Cross-border planning, creating solutions effective across a number of jurisdictions for both business and personal assets
  • Access to high-quality, custom insurance solutions through our partnerships with some of the biggest names in the industry
  • Helping you establish and develop your Family Office
  • Reviewing current Family Office structures and solutions
  • Supporting philanthropic ambitions

Barclays does not and will not provide tax or legal advice. Any planning must be in line with our own internal tax principles. Please note that tax treatment depends on the individual circumstances and may be subject to change in the future.

Our team of in-house specialists work closely with you and your professional advisors to develop a long-term relationship and to devise and deliver a wide range of tailored solutions.

We recommend a face-to-face meeting with you and your advisers, so we can gain the fullest understanding of your circumstances. It’s important to understand your overall wealth planning, so we can go beyond the obvious and help you discover new ideas and opportunities.

As we get to know you, your Wealth Advisor will assemble the right team of experts to create solutions to meet your needs. We'll introduce you to tax and legal experts from across our global network and use their knowledge and expertise to ensure the right strategy is developed. Then we'll help you put the plan into action.

We provide access to a range of tax-efficient solutions through our network of expert partners:

  • Estate planning – developing the most appropriate strategy for passing on your wealth
  • Planning for retirement – we can help you design a strategy to build the funds you desire to enjoy your retirement years
  • Pension consolidation – we can advise you on how to avoid potential problems and lost opportunities by consolidating your pensions into one centrally managed fund
  • Income / growth planning – by using our specialist knowledge, expertise and experience, we can help you develop and execute an investment strategy for income generation or growth

Barclays does not and will not provide tax or legal advice. Any planning must be in line with our own internal tax principles. Please note that tax treatment depends on the individual circumstances and may be subject to change in the future.

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