If you’re planning for your children’s financial future, Martin Wilcocks is happy to help.
He’s an award-winning financial adviser with a history of assisting clients with tax planning for children in Liverpool and throughout the North West. Together, you can put a tax efficient, future-proofed financial plan in place for your whole family.
Get in touch with Martin Wilcocks to arrange a one-to-one consultation. Call 0845 200 4041 or contact him online and he’ll get right back to you.
Preparing for your children’s future
It’s never too early to start planning for school and university fees, weddings and more. The more prepared you are, the better supported your little ones will be in later life. As a family, you’ll be able to achieve your goals and enjoy fulfilling lives and careers free of money worries.
Martin Wilcocks is on hand to offer expert advice and a personalised plan for your children’s financial future. As well as knowing how to put your money, and their money, in the right places, you’ll also need guidance when it comes to minimising tax.
A personalised plan for your family
When you work with Martin Wilcocks, you’ll benefit from his holistic approach to financial planning. This means looking at the big picture, taking everything from your financial situation to your future plans into account. It’s all about creating a strategy for the long-term to help you secure the funds to support your family’s lifestyle now and in the future.
Martin can help you with tax efficient savings and investments for your children. This means choosing low-cost junior stocks and shares ISAs that deliver consistent, healthy returns as your children grow up. He can also advise on setting up junior self-invested personal pensions (SIPPs). This can help to give your children a financial head start in life.
If you’re seeking advice on property investment, trusts or inheritance tax planning for children in Manchester, Liverpool or anywhere in the North West, Martin Wilcocks is the ideal choice.
If you’re baffled by annual allowances and exemptions when it comes to tax planning for children, Martin’s here to explain it all. He’ll give you clear, straightforward and practical advice, steering well clear of the frustrating jargon often used in the financial industry.
For example, he’ll explain how you can use the personal allowances your children have from birth to start saving for their future, without having to pay tax. Your family may also be able to use your children’s Capital Gains Tax allowances to manage investments on their behalf.
Everything that goes into your personally tailored plan is designed to achieve the very best for your children in later life. It could be sending them to a great university, helping them buy their first home or car, or giving them the financial security to realise their own dreams as an adult. Whatever matters to you, this will be at the heart of the plan Martin will create for your family.
For consultations on tax planning for children in Chester, Manchester, Liverpool and across the North West, get in touch with Martin Wilcocks.