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Junior ISA / savings help

3 replies

FudgeFlies · 23/01/2021 07:42

Hi,

Apologies in advance as I don’t know much about savings accounts/tax rules etc.

I Want to start saving for my daughter (she’s 2 months old). We don’t mind not having access/being able to withdraw the money. And have accepted that she will be able to access and have control of the money once she turns 16 or 18, this isn’t a huge issue.

We have a lump sum of about £800 to open the account with. And will be saving anything from £50-200 a month, ideally until she’s 18.

Halifax are offering 3.50% gross/AER fixed for 12 months on up to £100 a month. (I would transfer £100 a month for the first year so that I don’t go over this limit).
After the year it gets transferred to an account which then offers 1.45% AER / 1.44% gross variable on balances from £1 - £5,000. And 0.01% AER / 0.01% gross variable on any excess above £5,000.

Coventry BS (junior isa) have 2.95% AER variable.

So I’m asking:

Would it be best to open a regular savings account and pay in £100 a month for the first year to benefit from a higher interest rate and then transfer to a junior ISA after the year / after we have more than £5000 savings to benefit from a higher interest rate?
Or just open a junior ISA in the first place?

Would I be allowed to open the Halifax savings account and pay in £100 pm (and benefit from the high interest rate) whilst also paying into a junior ISA at the same time? If so will there be any tax implications/fees/rules/limits that apply?

Thanks

OP posts:
Stuffofawesome · 23/01/2021 07:51

Don't know how it compares as I was moving lump sum rather than regular amount but ds has one with wealthify which is doing well. She also has Halifax regular saver

FudgeFlies · 23/01/2021 18:49

@Stuffofawesome thank you.

Anyone else have any idea?

OP posts:
CayrolBaaaskin · 25/01/2021 00:58

You’re much better to have long term savings in an investment account (ie a stocks and shares isa) than an interest account. Interest rates are so low at the moment and children don’t pay tax anyway (generally as they have no income)

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