Investing for children and juniors

The pension’s gap, tuition fees, inflated housing markets and even funding retirement are all issues worrying partners and grandparents today. Early planning and making the right investment decision now can help you give children and grandchildren a leg-up when it comes to getting on the housing market or providing a nest egg for their future. Investing for children and juniors can also be an effective way of helping to reduce inheritance tax enabling you to pass on wealth.

Accessing traditional tax efficient wrappers such as Junior ISAs, trusts, junior investment accounts can help in protecting your investment and, in the event of favourable interests rates, can help you achieve future growth for the next generation. Increasingly, parents and guardians concerned about their children’s future pensions and provisions for later life, are looking to start pensions for their dependants by opening SIPPs and Children’s pensions now in preparation for the future.

By combining our specialist tax and financial planning teams we can help you to set up tax efficient trusts for children and dependants allowing you to invest for the future and protect the wealth you wish to pass on by ring fencing funds.
ARRANGE A MEETING
To arrange a meeting or find out more about Financial planning, call our team on 01473 267000 or 01206 838400
Email our team
ARRANGE A MEETING
To arrange a meeting or find out more about tax planning, call our team on 01473 267000 or 01206 838400
Email our team

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