Saving for Your Child’s Schooling Career and Transferring Unit Trusts to ETFs Within the Same Institute, Q&A With Warren Ingram episode artwork

EPISODE · Dec 4, 2021 · 11 MIN

Saving for Your Child’s Schooling Career and Transferring Unit Trusts to ETFs Within the Same Institute, Q&A With Warren Ingram

from Honest Money · host Warren Ingram

In today's episode, Warren Ingram does a Q&A on how to save for your child's schooling career from preschool to university, looking at education policies, using a TFSA or opening an investment in your child’s name. Warren also answers Gwen’s question on transferring unit trusts to ETFs within your tax-free investments via the same organisation and the implications this would have. Topics/ Questions:As a new parent, how would you approach saving for your child's schooling from preschool to university? How does the process work when wanting to move a Unit Trust Tax-Free Investment to an ETF Tax-Free Investment within the same organization? What are the implications and how would this display on my tax certificate? Have any questions? Don’t forget to send questions through to our WhatsApp on (+27) 72 934 4218. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPodSend us Fan MailHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Episode metadata supplied by the publisher feed · Published Dec 4, 2021

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In today's episode, Warren Ingram does a Q&A on how to save for your child's schooling career from preschool to university, looking at education policies, using a TFSA or opening an investment in your child’s name. Warren also answers Gwen’s question on transferring unit trusts to ETFs within your tax-free investments via the same organisation and the implications this would have. Topics/ Questions: As a new parent, how would you approach saving for your child's schooling from presc...

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Saving for Your Child’s Schooling Career and Transferring Unit Trusts to ETFs Within the Same Institute, Q&A With Warren Ingram

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