Preserve Wealth Through Education - The Smart Way

When advising clients on securing their family’s future, education funding is a powerful strategy that can also help preserve wealth across generations.

One option is setting up an education trust in their Will. While this can be effective, it often places a significant burden on the Executor and can lead to ongoing fees, taxes, and administrative costs that diminish the funds intended for education.

A smarter alternative is establishing an education bond during your client’s lifetime. Education bonds offer tax benefits, simpler management, and can cover a broad range of educational needs—without the complexities and costs associated with a trust.

Guide your clients to make informed decisions by discussing these options, and encourage them to consult with their financial advisor and estate planning lawyer to choose the smartest way to preserve wealth through education.

Inherit's recent update allows advisers and clients to explore the options of education and investment bonds as an existing asset or as part of a new estate plan.