Barton Lyle Ltd

Our services Since 1990, when Barton Lyle was first established, it has been committed to delivering financial results for its clients and building relationships with them which last a lifetime. Barton Lyle is able to tailor its service and offer advice to clients in the areas listed opposite. Investments Short, medium and long term objectives can all be met by allowing investors access to a range of flexible, tax-efficient investments, managed by leading fund managers to generate superior investment returns. Our independence allows us to draw on the expertise of external investment managers to achieve this. Tax planning (onshore and offshore) In all circumstances, we endeavour to organise your affairs in the most tax-efficient manner possible, using conventional investment products as well as trusts and similar structures designed to provide tax efficiency, notwithstanding the increasing vigilance of HMRC with regard to tax planning opportunities. We will explore all options within Revenue rules available to retain your assets or income in as tax efficient way as possible. Our advice encompasses inheritance, capital gains and income tax planning. Pensions and retirement Due to its importance and tax effectiveness, retirement planning is often one of the core strategies we devise for our clients. Recent legislation allowing greater funding limits and a wider range of investments will allow clients a major say in how their retirement monies are invested, and enable them to determine which assets they invest in. Inheritance Keeping abreast of legislative changes is important in this area and we develop tax-efficient solutions to help you to manage the transfer of assets between generations. This can be achieved by utilising trusts, lifetime gifts and insurance products.