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Investment Update

Changes in retirement age

 

Regular Saving

Regular Saving, Saving for Children and Grandchildren, Planning for School Fees and University.

Many people like to grow their capital through monthly savings and investments - and there are several tax-efficient products that can help. Regular saving over a long term is also a good way to iron out stockmarket fluctuations.

Early planning for children and grandchildren gives them a good start in life, and many parents and grandparents want to make a lasting gift. The earlier investment begins - either with lump sums or regular amounts - the longer there is to build up a worthwhile sum. Traditionally, money for the benefit of children has been placed in savings accounts, but there are other options where the prospects for growth are higher - the risk may be higher too, but this is spread over the long-term period.

The amount needed to pay for school fees and university costs has escalated in recent years, and will often require a greater financial commitment than many parents realise. It is now even more important to have a financial plan which provides for these very significant expenses. We can help.

Please contact us for more information, or return to our services page.

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