- HomeView the Bank of Scotland Private Clients' home page.
- PrivateBankingSpecialist banking services provided by your own Relationship Manager.
- InvestmentServiceExpert financial planning advice covering retirement, inheritance and protection.
- PortfolioManagementFree up your time, and let us manage your stock market investments for you.
- AnnuityServiceFor the potential of a better return consult our annuity experts.
- OtherServicesOther HBOS services, including business and offshore banking.
Protecting your family
We understand that for most people, there's nothing more important than making sure your family is protected, both during and after your lifetime.
We also understand that inheritance tax is often a particular worry, especially as thresholds are failing to increase in line with property inflation. In fact, 12% of all owner-occupied properties in the UK - a total of 2.3 million - are now valued at more than the current inheritance tax threshold.*
At Bank of Scotland Investment Service, our Client Managers are experts in providing advice on:
- Inheritance tax planning;
- Protection and life assurance;
- Trust planning to reduce inheritance tax.
So make sure your family's best interests are looked after and arrange an appointment today to review your current circumstances.
Advice that we give is based on our own products and on a selection of those from other providers we trust. The value of the money you invest is not guaranteed, it will go down as well as up, and you may get back less than you invested.
*Halifax research 20th March 2007
Who can join?
Our clients generally earn £50,000 a year or more, or have liquid assets to invest.
Contact us
To take advantage of the benefits of our Investment Service, simply call us, or e-mail us today.
0870 121 4899
