Investing for children & grandchildren

In many instances we are requested to act for families rather than individuals. Our services often integrate with those of tax advisers to provide advice on succession planning and the transfer of wealth through a family.

We often manage accounts for children and grandchildren and we are happy to group them with the rest of the family.

We can advise on the most tax efficient forms of investment for school fee planning and on a prudent balance of risk and return. We deal directly with payments to schools and colleges.

Contact us

For more information about our investment services contact a member of the team.