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Investments

Discuss investments with other users on our Investment forum. For more advice read our tips for saving for your child's future.

Where would you invest 14yo's £100k inheritance

60 replies

StiffyByngsDogBartholomew · 29/11/2024 08:22

Dd has inherited just over £100k from my uncle. Solicitors are happy for it to be paid over to us and I will be managing it and the only one able to access it.
I will be looking at 85k in a high interest account or maybe bond but I am prepared to consider something a little riskier with the remaining £15k. Dd will be allowed £1000 per annum of the interest as we enjoy cultural travels together and this will help fund that or anything else significant she might want (eg PADI certification she wants to do). I want her to be able to enjoy a little bit of it now. That money would just go in her regular Yorkshire building society account and if she doesn't use it she will get 4%
it needs to remain as a two signatory account until she purchases her first house as this is what it is for and I want ti make sure she cannot access it.

OP posts:
hyperkid · 29/11/2024 08:32

At first sight, that appears a little conservative to me. Would personally go for a different split, depending on how much interest you can get in savings accounts, etc. A lot of accounts only give high savings rates on the first x pounds, and you are limited to how much you are allowed to put in on a monthly basis. So that would mean a lot of different accounts to keep track of and store money in. Would aim for a vehicle that averages between 5-7% of interest on an annual basis, if only to beat inflation. Not sure bonds and savings accounts will do that. Consider investing a larger amount through a tracker index fund, perhaps.

But perhaps you can get some independent financial advice? Would also suggest posting this on Money Saving Expert. Very good forum for this type of query.

Animatron · 29/11/2024 08:40

I would open a LISA for her (in 2 years) for her house purchase and pay £4000 in every year from this two-signatory main account.

Agree with PP that moneysavingexpert is the best forum for this.

DaveWatts · 29/11/2024 08:46

Don't put it all in a LISA - she might end up needing some of it for something other than a house purchase. @hyperkid gives good advice, you need to be looking beyond savings accounts for this amount of money and timescale.

StiffyByngsDogBartholomew · 29/11/2024 08:47

How much would I expect to pay for an IFA ? And what do they do ?

OP posts:
KnittedCardi · 29/11/2024 08:56

I missed how old she is? And your assertion that it remains a two person account until she buys her first house sounds a bit controlling??

None the less, a spread as pp's have suggested, LISA, S&S ISA, some cash in bonds. And see if you can get recommended a good IFA.

WonderingAboutBabies · 29/11/2024 08:59

You need to diversify it.

LISA -
Put aside about 20k and invest £4000 of it per year into a LISA. She'll get an extra £1k on top. After 5 years, when the 20k is invested, she'll have an extra 5k on top. She can then top it up as she starts working, or use some of the inheritance to keep it going.

Premium bonds -
Invest about 25k into a premium bond. Higher chances of winning each month and also winning really big. My husband did the same as a teen and ended up with an extra 6k after 3 years.

Fundsmith -
Look up Fundsmith - they can invest the money for you into a global fund and the yield is pretty high. We've made about 25% of what we've put in, so far.

Fun money -
Let her have a bit of money available in a Cash or Junior ISA. Teach her how to be sensible with money and to make a plan to save/spend on important things.

VestPantsandSocks · 29/11/2024 09:01

20% in a Gold tracker fund
40% in various Stocks funds
20% cash in high interest account

You want diversification of your portfolio to spread the risk.

Igmum · 29/11/2024 09:02

If she's 14 she's a good 10-12 years away from buying her first house so I would certainly recommend stocks and shares for at least half (the market has time to go up and down a bit). Best to buy aggregations of these through an ISA/unit trusts. There are plenty around including trackers so get one with low fees. Some in a savings account just in case and perhaps £10k in Premium Bonds just for fun.

fruitbrewhaha · 29/11/2024 09:06

A 4% saving account is t going to keep up with the inflation of the housing market.

Would you consider opening an Interactive Investor account? It’s a diy investment website. You can open and isa and put the maximum amount in and you can choose where it’s invested. Then you’ll need to open a trading account to invest anything over the isa maximum. You don’t have to buy shares in individual companies, you can buy efts which are grouped shareholdings in tech, or gaming or defence, or green energy companies. You can also buy shares in ftse 100 and s &p 500.

wwyd2021medicine · 29/11/2024 09:29

Ask on MSE forum rather than FA definitely. The investment forum.

Lisa is only 4k a year
S and S isa's would be my choice

I think you'll find it difficult to find accounts that stay in joint names to buy a house. My DC had similar amounts and went just to their names at 16 or 18. Them spending it on nonsense was not an issue but I suppose it depends on the individual child.

wwyd2021medicine · 29/11/2024 09:31

Sorry S and S isa's to 16k a year plus 4k LISA then into S and S trackers on low cost platform like Vanguard or Fidelity.

JeremiahBullfrog · 29/11/2024 09:37

I don't think you can legally prevent her accessing it for any reason she likes when she turns 18, can you?

I'd also worry about potential legal ramifications if you end up losing money on the investment. You're supposed to be keeping the money safe for her, not risking it.

Rocknrollstar · 29/11/2024 09:40

You clearly need the advice of a good financial adviser

achangeofnameisasgoodasarest · 29/11/2024 09:50

OP, I'm not a financial adviser but I do know something about this stuff (and obviously this is general stuff, not advice).

General rule is, if you need it within five years don't invest, but if you do - invest or your money is likely to end up worth less than it was due to inflation.

So I would put a decent chunk in a Junior ISA for her - she can have £9000 a year in that and it will become an ISA when she turns 18 with the tax-free benefits that entails all thorugh- put that in a tracker fund, like Vanguard Lifestrategy - they come at various risk levels depending on the split of equity to bonds - 80pc is what you want for the long term stuff.

When she is 18, dripfeed £4000 a year into a Lifetime ISA as the government will add £1000 a year into that and she can use it for her first home.

Perhaps start a pension for her (google Junior SIPP) so that she can have even more money from the government each year and have a head start on retirement savings - £3600 a year is the max for that, but only £2880 comes from you and the rest from the government.

Premium Bonds are about to go down in value again - you can get better than an effective interest rate of 4pc on those - much less for most. There are some fixed rate cash bonds available at nearer 5pc for various durations.

Something like this (free 45 minute money coaching https://www.bestinvest.co.uk/coaching) might be worth having rather than a full on IFA. They are nothing to do with me, btw, but they are a reputable firm.

NoBinturongsHereMate · 29/11/2024 11:27

achangeofnameisasgoodasarest · 29/11/2024 09:50

OP, I'm not a financial adviser but I do know something about this stuff (and obviously this is general stuff, not advice).

General rule is, if you need it within five years don't invest, but if you do - invest or your money is likely to end up worth less than it was due to inflation.

So I would put a decent chunk in a Junior ISA for her - she can have £9000 a year in that and it will become an ISA when she turns 18 with the tax-free benefits that entails all thorugh- put that in a tracker fund, like Vanguard Lifestrategy - they come at various risk levels depending on the split of equity to bonds - 80pc is what you want for the long term stuff.

When she is 18, dripfeed £4000 a year into a Lifetime ISA as the government will add £1000 a year into that and she can use it for her first home.

Perhaps start a pension for her (google Junior SIPP) so that she can have even more money from the government each year and have a head start on retirement savings - £3600 a year is the max for that, but only £2880 comes from you and the rest from the government.

Premium Bonds are about to go down in value again - you can get better than an effective interest rate of 4pc on those - much less for most. There are some fixed rate cash bonds available at nearer 5pc for various durations.

Something like this (free 45 minute money coaching https://www.bestinvest.co.uk/coaching) might be worth having rather than a full on IFA. They are nothing to do with me, btw, but they are a reputable firm.

I'd agree with this.

LISA and pension for the top ups - and because even a small amount in the latter at this age will be hugely valuable in 50 or 60 years. Premium bonds preserve the capital but will lose to inflation over the timescale you're looking at. And starting to filter into ISAs now will maximise the tax free gains and be very useful once employment is eating up the personal allowance.

Ohthatsabitshit · 29/11/2024 11:32

Does it not become hers to do as she pleases with at 18?

LivingLaVidaBabyShower · 29/11/2024 11:35

Dd will be allowed £1000 per annum of the interest

?!??
how you expect the 100k to yield more than 10% in a high interest account 😵‍💫

@achangeofnameisasgoodasarest advice is approx what we would do and I wouldn’t bother with bonds either medium to high risk stocks and shares all the way.

CustardCreams2 · 29/11/2024 11:50

Could you invest in a buy to let property for her? With you being the trustee till she’s an adult.

KoalaCalledKevin · 29/11/2024 11:53

LivingLaVidaBabyShower · 29/11/2024 11:35

Dd will be allowed £1000 per annum of the interest

?!??
how you expect the 100k to yield more than 10% in a high interest account 😵‍💫

@achangeofnameisasgoodasarest advice is approx what we would do and I wouldn’t bother with bonds either medium to high risk stocks and shares all the way.

£1,000 is only 1% of 100,000.

Cynic17 · 29/11/2024 11:54

You definitely need an IFA to help you consider all options and implications. It will be money well spent.

CustardCreams2 · 29/11/2024 11:54

LivingLaVidaBabyShower · 29/11/2024 11:35

Dd will be allowed £1000 per annum of the interest

?!??
how you expect the 100k to yield more than 10% in a high interest account 😵‍💫

@achangeofnameisasgoodasarest advice is approx what we would do and I wouldn’t bother with bonds either medium to high risk stocks and shares all the way.

I’d expect £100k to make much more interest than 1k a year lol. Check your maths.

KnittedCardi · 29/11/2024 11:55

Sorry I have now spotted she is 14.

Don't discount the amount of money she will burn through if she goes to Uni. Maybe keep some flexible cash for that. DD is using a much much smaller inheritance for her masters for example, in addition to the loan, and we are still giving her thousands per year. But depending on your, and your daughters, circumstances, start thinking about whether she will take a uni loan, how much she will get, whether you can top up, etc etc etc

WildFigs · 29/11/2024 11:57

achangeofnameisasgoodasarest · 29/11/2024 09:50

OP, I'm not a financial adviser but I do know something about this stuff (and obviously this is general stuff, not advice).

General rule is, if you need it within five years don't invest, but if you do - invest or your money is likely to end up worth less than it was due to inflation.

So I would put a decent chunk in a Junior ISA for her - she can have £9000 a year in that and it will become an ISA when she turns 18 with the tax-free benefits that entails all thorugh- put that in a tracker fund, like Vanguard Lifestrategy - they come at various risk levels depending on the split of equity to bonds - 80pc is what you want for the long term stuff.

When she is 18, dripfeed £4000 a year into a Lifetime ISA as the government will add £1000 a year into that and she can use it for her first home.

Perhaps start a pension for her (google Junior SIPP) so that she can have even more money from the government each year and have a head start on retirement savings - £3600 a year is the max for that, but only £2880 comes from you and the rest from the government.

Premium Bonds are about to go down in value again - you can get better than an effective interest rate of 4pc on those - much less for most. There are some fixed rate cash bonds available at nearer 5pc for various durations.

Something like this (free 45 minute money coaching https://www.bestinvest.co.uk/coaching) might be worth having rather than a full on IFA. They are nothing to do with me, btw, but they are a reputable firm.

This is the best advice on the thread.

2110l · 29/11/2024 11:58

I'd put it in a stocks and shares JISA, up to £9k per year, you can feed it in annually. Then I'd put some in kids savings accounts and perhaps premium bonds as well.

kiwiane · 29/11/2024 12:02

I’m surprised it’s not legally her money from age 18 if it’s been left to her; you cannot control her finances after that age.