Clive Barwell TEP FCSI CFP

Clive Barwell
TEP CFP Chartered FCSI

Accredited Member of the Society of Later Life Advisers

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Blog | Posts Tagged 'Savings'

Funding for University

An investment – lump sum or regular savings – into an offshore bond written under a Discretionary Trust could be a particularly attractive way of pre-funding these costs.

What is an Individual Savings Account (ISA)?

An Individual Savings Account (ISA) is a “wrapper” for cash and/or investments which confers some valuable tax benefits to UK resident savers and investors.

Accredited SOLLA Advsior