Personal Tax Service

Become a client

Talk to us about how our expert service can help you with your aspirations and goals.

For access to advice from a Private Banking and Advice Manager, you’ll need at least £250,000 in savings, investments and/or personal pensions and/or a sole annual income of at least £250,000.

Before we provide you with any services or products, we will explain and agree with you what advice can be given, the products and services this advice covers and any charges that will apply.

The Personal Tax Service is provided by leading tax specialists Ernst & Young LLP (EY). They can help you complete your tax return, liaising with HM Revenue & Customs to make sure you receive the exemptions you’re entitled to and to help minimise your overall liabilities.

E&Y can provide tax planning advice that takes your personal circumstances into account, such as the impact of Capital Gains Tax on a divestment of assets.

Our products and services have individual terms and conditions. Fees and charges may apply.

Bank of Scotland plc and Lloyds Bank plc are both part of Lloyds Banking Group. More information on Lloyds Banking Group can be found at www.lloydsbankinggroup.com

Bank of Scotland plc
Registered Office: The Mound, Edinburgh EH1 1YZ. Registered in Scotland No. SC327000. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 169628.

Lloyds Bank plc
Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.