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In this section you’ll find information from helping fund school fees, setting up savings and investments to estate planning - including gifts and trusts.
Investing for school and university fees
While there are traditional ways to fund fees, some solutions also carry tax and IHT advantages.
Savings
Saving for a child/grandchild’s future is of increasing interest for many.
Gifting
Using your annual allowances each year could not only help your child/grandchild but can also help any potential IHT bill.
Trustee responsibilities
Trustees have a duty of care towards beneficiaries and must act in their best interests.
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