An Overview of School Fees Planning

Investing and planning for school fees is a priority for many parents who want to offer their children a choice of opportunities for a great education. Let us help you create a structure for funding your investment in your children's future, helping to give you the peace of mind you need.

The value of an investment with St. James's Place Wealth Management will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.

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SeventySeven School Fees Planning

We all want the best for the children in our lives. We don’t know what their future will hold, but we do want to make sure they have every opportunity to do well and be happy, whatever they eventually decide to do.

Of course, money isn’t everything, but it can help to give the children in our lives a head start. It can give them a good education, open up opportunities and help them get established when they grow up.

Starting to save money now might be the difference between whether or not they can afford to do what they would like when the time comes. It’s one way that you can help give them a better start in life.

The simple fact of the matter is that the financial world in which our children are growing up is a very different and difficult one. If saving for our children was once regarded as an aspiration, it is increasingly becoming more significant if we want to help them to have a better possible start to their adult lives.

School Fees Planning FAQ's
Q: What is School Fee Planning?
Put simply, this is planning ahead to help fund your children or grandchildren’s school fees.
Q: When should I be thinking of this?
Q: Why should I be thinking of this?
Q: How does it work?
Q: How often should this be reviewed?
Q: I have 2 grandchildren, are there any tax benefits to me helping to fund their school fees?

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.


You can read or download the full guide to School Fees Planning.

Guide coming soon


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