School Fees Investment

ISAs and Investment Accounts are both suitable for the kids’ future, or you might feel that an offshore bond in their name makes more sense from a tax angle.

Fact Find
Goals
Aspirations
Income
Assets
Liabilities
Commitments
Dependents
Investment experience
Existing arrangements
Research
Risk Profile
Tax position
Market choice
Costs
Suitability
Summarise
Recommend
Implement
Review
Assess market position
Monitor fund performance
Review progress towards objectives
Check safety net
Use available tax allowances