Children and Financial Planning

02 August 2024

VAT and business rates on private schools
Draft legislation and a technical note on VAT on private school fees and removing the charitable rates relief for private schools

30 July 2024

The costs of education / further education
The not inconsiderable costs associated with this important need

29 July 2024

Financial products in funding for the costs of education
The role financial products have in financial planning for children - the full range of retail products available for children and the tax implications

26 July 2024

Taxation fundamentals for children
Income tax, capital gains tax and the settlement anti avoidance rules

24 July 2024

Use of trusts in financial planning for children
How trusts can better enable the financial and non financial objectives of those providing for children

24 July 2024

Legal fundamentals of contracting with/for children
The key legal issues connected with contracting with and for minors

22 July 2024

Child Trust Fund - introduction
The Child Trust Fund legislation, and how Child Trust Funds interact with Junior ISAs

19 June 2024

Children and CGT planning
Key CGT planning points in respect of individuals under the age of 18

14 June 2024

The Child Benefit trap - using pension contributions to reduce the HICBC
How pension contributions can help to preserve Child Benefit

13 May 2024

Child Trust Fund - what you need to know
The key facts on Child Trust Funds

11 April 2024

The High Income Child Benefit Charge (HICBC) - what you need to know
What the charge is based on, how it is calculated and what options are available to the taxpayer

28 March 2024

Case study - JISA and ISA savings for 16 to 18 year olds - new transitional rules for those aged 16 or 17 on 5 April 2024
How much can be saved in Junior ISAs and ISAs for those aged between 16 and 18. How this will change from 6 April 2024