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to school fees planning

As parents, we all want the best for our children. We want them to feel supported, nurtured and inspired throughout their education, in a setting that allows them to explore their curiosity and creativity to its fullest potential.

 

If you are considering sending your child to a private school, you may be wondering whether this route will be affordable in the long-term. How can you possibly be sure that you will have the necessary funds to continue paying for your child’s education five, 10 or even 15 years into the future?

 

In this comprehensive guide, our expert advisers outline the various methods that parents and grandparents can use to secure the funds they need without compromising their long-term financial security. Please download it by entering your details into the form opposite or contact us for more personalised advice and support.

Download our Schools Fees Planning Guide

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| Setting your child up for success

Paying for your child to attend an independent school is a serious financial commitment – so starting out early with a  comprehensive plan is key. Our advisers can help you assess your current financial situation and develop a plan that utilises your tax-free allowances, protection insurance and smart investments to address any shortfall you may have.

 

We use cashflow modelling to make accurate predictions about your finances years into the future, based on a wide range of scenarios, allowing us to identify and rectify any gaps in your plan before problems arise.

 

And of course, we can support you more generally with a holistic financial plan that covers:

A process centred on cashflow modelling

Everything we do is led by cashflow modelling, a data-driven, scientific approach to financial planning that uses historic and currently available data about our clients’ financial situation to predict future outcomes according to a wide range of different scenarios. It can help bring certainty to financial decisions such as:

 

  • Whether you can afford to gift money to your children, for example, to buy a property
  • Whether your current pension contributions will deliver your desired income in retirement
  • Whether you are taking on enough investment risk to deliver your desired returns
  • Whether you can afford to retire at a certain age.

Download our Schools Fees Planning Guide

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