Investing for children
It’s a wonderful feeling to open doors for the next generation. Setting aside money for their future can make that a reality. That’s why long-term investment plans for children can be so appealing - they give your client's money the potential to grow alongside their loved ones.
Nurturing future generations
Whether your client is a parent, grandparent, extended family member, or a friend, they can save and invest wisely and tax-efficiently for a younger person they care about. However, the best approach could depend on their relationship with them, their age, and the level of access they'd want them to have.
Our experienced Wealth Planners will work with your client to understand the best investments for the children in their life. From advising on Junior Individual Savings Accounts (JISAs) to setting up and investing within a Trust, we can find a robust investment plan.
How we can help
There are several services that can help your clients invest for a young person’s future and make the money you’ve put aside work harder.
Wealth planning
We can help your clients feel more confident in their future, as our experts bring clarity to their finances.
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Investment management
Ensure your client's money is working as hard as it can with our investment management service.
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Without Paul’s advice we would never have thought about setting up a pension for Jack. He’ll be very grateful one day – and before that he can enjoy his Junior ISA once he becomes a young adult.
How we helped Jane and Peter to invest in their grandson’s future
Peter and Jane are a couple in their mid sixties, both recently retired with a final salary pension, Peter from the Civil Service and Jane from the NHS. Their daughter Caroline has recently given birth to Jack, their first grandson, and they want to help the family financially.