| School Fee Planning Specialists since 1952 |
Independent School Fees Advice |  |
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Case Studies
School Fees Pension Plan
Our clients’ requirements were to make the payment of school fees more manageable and ensure that income in retirement met expectation. To achieve both objective seemed out of reach read more
Making School Fees Affordable
A married couple with a modest income and no savings wanted to look at alternative ways to pay school fees. read moreTax Planning
A couple with 2 children were looking to plan the private education for their two children starting in about 5 year’s time. A projected total school bill, including University, was a daunting £460,000. read more
Consolidation
A married couple did not consider they had enough disposable income to fund school fees. However, by restructuring their finances, school fees could be funded and their mortgage shortfall addressed without having to allocate any new funds! read more