Portfolio Clinic 

Building a solid financial base for life after education

Reader Portfolio

Tony Windsor and his wife, 70s

Description

Funds and investment trusts held in a trust

Objectives

Provide grandchildren with a solid financial base for life after education

<p>Funds and investment trusts held in a trust</p>

Tony and his wife are in their 70s and 13 years ago, when their first grandchild was born, set up a trust for the benefit of their grandchildren. They now have three grandchildren – two girls aged 13 and 11, and one boy aged six. The grandchildren will not receive the income until they are 18 and won't be able to access the capital until they are 25.

To continue reading, subscribe today

and enjoy unlimited access to the following:

  • Tips of the Week
  • Funds coverage
  • Weekly features on big investment themes
  • Trading ideas
  • Comprehensive companies coverage
  • Economic analysis
Subscribe
Subscribe to Investors Chronicle

Subscribe today

Full access for just £3.37 a week:

• Tips and recommendations - to beat the market 
• Portfolio clinic & Mr Bearbull - build a well-planned portfolio 
• Expert tools - track and manage investments effortlessly
• Plus free delivery to your home or office

Subscribe Now