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As children get older, they begin to face major expenses: university fees, student loan repayments or perhaps they fancy a gap year abroad. Next steps could include cars, a deposit on a home or even marriage.
Important: Junior ISAs
The value of investments and the income from them can fall as well as rise and investors may not get back the full amount invested. Past performance is not a guide to the future and any investment does not have a capital or return guarantee. Tax rules can change. Any investment decisions should be made after receiving professional advice. Contact us today to speak to one of our advisors about your investment planning.
Mattioli Woods plc is authorised and regulated by the Financial Conduct Authority.
Just as your loved ones are about to stand on their own two feet, you will not want to see them weighed down with debt. By starting to invest for them now, in a tax-efficient Junior ISA, those big bills could be a lot easier to handle. Especially as any investment returns are free from any individual liability to income tax and capital gains tax for both you and your child.
Many of our clients work with their dedicated consultant to create a bespoke strategy. That allows them to focus on planning options, such as tax-efficient Junior ISAs, giving them access to tax free income or capital, when they need it most.
Knowing we are working to look after what matters to you most
Looking after the important people in your life
Let us do the work while you spend your time doing what you love most
Putting your affairs in place now helps you in the future
Investing now to provide a brighter future
Getting the right package in place provides much needed security
Do you have a specific question or query? Find the right member of the Mattioli Woods team.
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