Children and Financial Planning

20 March 2026

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

20 March 2026

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

19 March 2026

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

19 March 2026

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

03 March 2026

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

05 February 2026

Investing for children - what you need to know
The rules to consider when investments are made for the benefit of, or on behalf of, minor children

30 January 2026

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

13 November 2025

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