Investing for children and juniors

The pensions gap, tuition fees, inflated housing markets and even questions about funding retirement are all issues worrying parents and grandparents today. Early planning and making the right investment decisions now can help you give your children and grandchildren a leg-up when it comes to getting onto 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 and enabling you to pass on your wealth.

Accessing traditional tax-efficient wrappers such as Junior ISAs, trusts and junior investment accounts canal  help in protecting your investment and, in should interests rates improve, can help you achieve future growth for the next generation.

Many of the parents, grandparents and guardians we talk to are increasingly concerned about their children’s future pensions and provisions for later life and are looking to start pensions for their dependants by opening SIPPs and children’s pensions now, in preparation for their future.

By combining the expertise of our specialist tax and financial planning teams, we can help you to set up tax-efficient trusts for your children and dependants by allowing you to invest for their future and protect the wealth you wish to pass on by ringfencing funds.
ARRANGE A MEETING
To arrange a meeting or find out more about Financial planning, call our team on 0330 058 6559
Email our team
ARRANGE A MEETING
To arrange a meeting or find out more about tax planning, call our team on 0330 058 6559
Email our team

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