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Passing on your wealth to a child
Sometimes it can be a challenge to leave money to a child or grandchild under the age of 18. With our Controlled Access Trust, you can gift money to a child in a tax-efficient way and decide the age you want them to receive the money – this can be anytime up to the age of 49.
The way investments have performed in the past is not a guide to how they’ll perform in the future.
This product has won 2 awards.
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Explore all our available funds. See our price lists, fund performance, factsheets and more.
Our case study illustrates the steps clients need to consider and how our Controlled Access Account can help.
ReadFind out the amount and percentage rate of income tax you’ll need to pay on any pension funds you withdraw.
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