School Fees Planning
Short, medium & long term plans
University funding
Review of existing plans
Many Product Providers promote plans as being ideal for school fees planning. Our opinion is that such planning should only be considered within the wider context of all your financial arrangements. Opting for packaged products may result in inflexibility.
Our service is designed to calculate the total fees required over the relevant period of education and we aim to ensure that any investments are arranged making full use of relevant tax allowances and to take account of the agreed level of investment risk. We will also endeavour to make sure that the "School Fees Portfolio" is structured appropriately in order to meet fees in the short, medium and longer term. The cost of providing for University Education is often included within such plans.
In reviewing this area we consider how existing investments may fit into the overall plan and take account of the need for flexibility as future fees are subject to alteration.
The value of your investment can go down as well as up and you may not get back the full amount invested.
