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Paying for education

Maybe your client wants a loved one to be privately educated, or perhaps they want them to enjoy university without worrying about a hefty student loan. Education fee planning can support your client with preparing for and affording their loved one's academic future.

Setting them up for success

Paying for school fees can be a considerable financial commitment, spanning many years. With a clear plan, your client can confidently give their loved ones a generous and lasting gift – balancing their own comfort and financial wellbeing along the way.

Setting up an education fund for a child is all about careful preparation, whether your client is a parent, grandparent, or friend. Our Wealth Planners use cash flow modelling to test how much your client can potentially afford and recommend strategies to invest for the future. They can also see if any excess income can contribute to a child’s education, and minimise their inheritance tax (IHT) liability.

How we can help

If your client wants to create a children’s education plan, our services can help them and the child they're benefiting.

Wealth planning

We can help your clients feel more confident in their future, as our experts bring clarity to their finances.

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Investment management

Ensure your client's money is working as hard as it can with our investment management service.

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Inheritance tax planning

Understand how to leave a lasting legacy with the help of our experts.

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Ready to talk?

If you’d like to have an informal, no obligation conversation or have questions, please get in touch.

If you prefer you can call us on +44 20 7523 4500.

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Common questions on paying for education

Important information

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.