Nurturing future generations
Whether you’re a parent, grandparent, extended family member, or a friend, you can save and invest wisely and tax-efficiently for a younger person you care about. However, the best approach could depend on your relationship with them, their age, and the level of access you want them to have.
Our experienced Wealth Planners will work with you to understand the best investments for the children in your life. From advising on Junior Individual Savings Accounts (JISAs) to setting up and investing within a Trust, we can find a robust investment plan for your child.
How we can help
There are several services that can help you invest for a young person’s future and make the money you’ve put aside work harder.
Wealth planning
Feel more confident in your future, as our experts bring clarity to your finances.
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Investment management
Ensure your 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.
