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Investment or trust fund for children in the future - where to start?

2 replies

Cluelessaboutinvestments · 29/09/2023 12:54

It looks like we will receive a significant lump sum within the next twelve months, enough to pay off our mortgage and also to set aside sums for each of our dc, hopefully to enable them to put down a deposit on a house when they’re older.

Ideally I’d like that money to be protected, so that only the dc can access it, but not until the age of 25 or so. I definitely do not want them to have access to it at 18 (this happened one of my school friends and she went completely off the rails)

I haven’t the first clue about investments or anything like that, and I’m living in RoI. Has anyone done similar? Or can anyone give advice? Who do you even talk to about these things?

OP posts:
HermioneWeasley · 29/09/2023 12:57

It’s only worth doing a trust fund if your estate is likely to breach the IHT threshold. Otherwise you can put it in a savings account or get some investment advice and retain control of it until you’re ready to hand it over

megletthesecond · 29/09/2023 13:06

If you are on certain benefits (not sure what is available in the RoI) then it might have to be in children's names so it doesn't count as your savings.

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