
Setting them up for success
Paying for school fees can be a considerable financial commitment, spanning many years. With a clear plan, you can confidently give your loved ones a generous and lasting gift – balancing your own comfort and financial wellbeing along the way.
Setting up an education fund for a child is all about careful preparation, whether you’re a parent, grandparent, or friend. Our Wealth Planners use cash flow modelling to test how much you can potentially afford and recommend strategies to invest for the future. You can also see if any excess income can contribute to a child’s education, and minimise your inheritance tax (IHT) liability.
How we can help
If you want to create a children’s education plan, our services can help you and the child you’re benefiting.

Wealth planning
Feel more confident in your future, as our experts bring clarity to your finances.
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Investment management
Ensure your 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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