Grandparent's Guide To Tax-Free Savings Webinar
Discover how you can help secure your grandchildren’s financial
future through tax-efficient savings and thoughtful planning.
In this free session, we will cover:
• tax-free savings options
• how grandparents can support children and grandchildren
• helping younger generations achieve future goals
• what the ISA changes could mean and why an ISA taken out
with us is not subject to the new 22% tax charge
• wider legacy and estate planning considerations#.
This webinar is designed to be clear, practical and easy to follow.
You do not need to be an investment expert. We will explain the
options in plain English and help you understand where to start.
*Subject to guest speaker availability.
Please make sure you can access Microsoft Teams on the device you intend to use to watch the webinar.



