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Alison Palmer features in Optima Magazine

Mercer & Hole Chartered Accountants’ Partner, Alison Palmer, features in the latest edition of Optima Magazine.

Alison was interviewed by the Optima editorial team on how grandparents can best plan to fund independent school fees. The resulting article explains the merits of the ISA framework for saving, how money can be gifted and the associated  inheritance tax implications, the benefits of setting up a trust fund and the pros and cons of withdrawing funds from a pension.

To read Alison’s article in full please click here.

If you would like to discuss how best to fund school fees, please get in touch with a member of our Private Client Tax Services team. 



Date: 17th September, 2018
Author: Mercer & Hole Media


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