
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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