Investing for success
Our secure approach to protecting and building your personal wealth
Corporate Personal Banking brings you access to a range of products and services designed to help you secure your personal wealth, plan for your financial future and achieve your personal ambitions. Your Corporate Personal Banking Manager can introduce you to Lloyds TSB Private Banking who will work closely with you to devise a practical personal financial strategy and then help you put your plans into action.
The key benefits
- Our financial advisors will give you independent financial advice from across the whole of the market and recommendations you can trust.
- Asset management service for those with liquid assets of £250,000 and above.
- Preserve your family wealth through services covering will writing, inheritance tax planning, trust management and estate planning.
Features and benefits
- Personal tax service providing assistance with a whole range of tax issues, from completing your tax return to compiling tax-planning reports.
- Our retirement planning service can help ensure your investments deliver the standard of living in retirement you seek.
- If you prefer to manage your own investments Lloyds TSB Share Dealing provides a full service both online and over the phone. Visit www.lloydstsbsharedealing.com or call 0845 60 60 560* for more details.
- International Private Banking Service if your place of residence, or business interests, happen to lie outside the UK.
- Offshore Banking Service for specialist investment opportunities and an international perspective.