Our Services (Private)

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To continue to be a leading Financial Adviser in the 21st Century requires more than financial expertise and technical ability

Private Clients
Services from Barton Lyle Wealth

Tax Planning
Make the most of tax opportunities.

Investments
Building for the future.

Pensions and Retirement
Planning for retirement.

Protection
Looking after your family and their future.

Mortgages
Taking your first or next step made easy.

Get in touch
Making contact with Barton Lyle Wealth

Tel. (020) 7628 2089
Email. pollington@bartonlyle.com
Full contact details


Tax Planning
Make the most of tax opportunities

Throughout our fact finding process, we work with our clients looking at their income tax, capital gains tax and inheritance tax liabilities. At BLW we work closely with many firms of Accountants and Solicitors as a result we are able to create strategies that may help minimise these liabilities for our clients.

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Minimising tax liabilities have varying levels of complexity.  Our approach is to look at each client’s circumstances using a holistic approach and explain in simple terms the possible solutions and options available.

If you are interested in finding out how the above may be useful in your specific circumstances, get in touch.

Tax Planning is not regulated by the Financial Services Authority