Education and Investment Bonds for Children
Topic: Education and investment bonds for children, featuring three experts discussing strategic approaches to funding education costs. The session covers education funding strategies using tax-effective structures, intergenerational wealth transfer methods, and non-estate asset planning.
Key points and what you will learn from the webinar:
- Education bonds as purpose-driven investing tools that segregate education funds from lifestyle money
- Tax benefits of education bonds – maximum 30% tax rate internally, potential for tax-free withdrawals after 10 years
- Estate planning advantages – bonds sit outside the estate and can bypass probate
- Intergenerational wealth transfer strategies – ‘giving while living’ approach for grandparents
- Asset protection features – funds protected from creditors and bankruptcy
