Investing in Your Child’s Future

Ensuring children have the best start in life is often at the forefront of every parent’s mind. When the time comes for them to make their own way in life, it is essential they are in the best financial position possible. At Sage Wealth Management, our advisers will help you to understand great tools like Junior Individual Savings Accounts, as well as using your inheritance tax-free gift allowances of money or assets in order to help maximise your child’s wealth.

Junior ISAs

ISAs for the younger generation are available in the form of a Junior Individual Savings Account (JISA).Tax-efficient, they are a…

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Gifts

It is possible to make a gift of up to £3,000 per tax year, just one of the ways you…

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The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.