Financial goals

Investing for your family's future

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Putting your family first

How you express love for your family and take care of them looks different for everyone, but we all have something to invest for – whether it's the ring, the wedding, your kids’ future, or taking care of your parents. A sound investment strategy and plan can provide the financial support you'll need when the time is right.

Getting married

Pulling off the perfect proposal or the wedding of your dreams will be one of the happiest moments of your life. To get you down the aisle, a long-term financial plan can help you buy the Instagram-worthy ring and the reception your friends will envy. The average engagement ring costs between £2,000-£3,000, while a wedding averages at £17,000. Leaning on a mixture of savings and tax-efficient investments can help fund these momentous milestones.

Expanding the family

Adding a new member to the family can be fulfilling and rewarding beyond words. There’s no escaping that raising a child (or two, or three, or more!) involves adjusting your monthly budget and expenses. Be it childcare, their first car, or university, saving and investing for the long term can help you meet the financial commitments that come with expanding your family.

Further education

Our children’s school days can be some of the proudest moments of our lives, and we always want to give them the best foundation for life on their own. But don't forget yourself! Supporting your personal education could further your career and create more security for your family. So, put money aside in a tax-efficient way to help enhance your own profession.

Caring for your elders

As your parents enter their golden years, you'll want to support them as they supported you – both emotionally and financially. Helping your parents maintain a healthy and quality lifestyle while maintaining your own personal commitments is something to consider. Ease the financial pressure with some early conversations, planning, and putting in place a long-term saving and investing strategy that you and your parents can lean on if needed.

Our investment accounts

Flexible Stocks & Shares ISA

Our flexible stocks & shares ISA is a great way to save and invest up to £20,000 per year. With long-term investing for your family goals, you can benefit from compounding growth on earnings you make from your UK investments, as they are exempt from both income and capital gain tax. With our unique flexible investment ISA, you'll be able to access your money whenever you need it without affecting your remaining annual allowance.

General Investment Account

Our general investment account can be a great way to invest as much as you want, any time you like, with zero commission. If you’ve managed to reach your allowance for your flexible stocks & shares ISA, put any remaining money to work for when you need it. Be wary that the same tax benefits and advantages do not apply to a general investment account.