27: Investing for Children & Grandchildren: ISAs, SIPPs, Trusts & Legacy Planning

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Retire Well with Wealth of Advice

Wealth of Advice

44 episodes

2 days ago

An educational podcast which focuses on helping you Retire Well, brought to you by Financial Planners at Wealth of Advice. We'll chat about our own experiences with clients, how we helped with their retirement journey and what you need to know to make sure you can Retire Well. Insights on pensions, investments, retirement plans and more, Retire Well hopes to make your retirement dreams a reality. Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909.

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27: Investing for Children & Grandchildren: ISAs, SIPPs, Trusts & Legacy Planning

Retire Well with Wealth of Advice

32 minutes 38 seconds

4 months ago

27: Investing for Children & Grandchildren: ISAs, SIPPs, Trusts & Legacy Planning

In Episode 27 of the Retire Well podcast, Matthew and Joe dive deep into one of the most frequently asked questions from clients: How can I invest for my children or grandchildren and leave a lasting legacy?This episode is packed with practical advice and financial planning strategies, including:✅ Understanding gifting allowances and the 7-year inheritance tax rule✅ Junior ISAs vs. Junior SIPPs – which is right for your family?✅ Lifetime ISAs for first-time buyers✅ The pros and cons of paying off student loans✅ Using trusts and offshore bonds for long-term wealth transfer✅ Bloodline protection and tax-efficient estate planning✅ Why financial education is key to successful intergenerational wealthWhether you're a parent, grandparent, or just planning ahead, this episode offers clear, jargon-free guidance to help you make informed decisions.📌 Have a question or topic you'd like us to cover? Drop it in the comments!🔔 Don’t forget to like, subscribe, and hit the bell for more weekly episodes.--TALK TO USCall us: 0191 384 1008Email us: enquiries@wealthofadvice.co.ukWebsite: www.wealthofadvice.co.uk--SUBSCRIBE TO OUR NEWSLETTERhttps://www.wealthofadvice.co.uk/newsletter-sign-up---Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.