School Fee Planning

We know that the decision to put a child through the private education system isn’t one that is taken lightly. The commitment to school fees will have implications for the whole family and their standard of living over a number of years, even more so if there is more than one child’s education to fund, hence why school fee planning is so important.

We would recommend that you start planning and making provision for the fees as soon as possible.

We’ll advise you on the most tax-efficient ways to pay for the education you want for your child, and help you plan for the ever-increasing costs of a University education too.

School Fee Planning Advice

You will likely fall into one of the following categories;

  1. You're looking to spread the cost of fees
  2. You're looking to invest a lump sum
  3. You're looking to set up a regular savings scheme to provide funds to cover future fees

As everybody’s financial situation is different, Portland Financial provide specific school fee planning advice to meet your individual needs.

If you're interested in comprehensive school fee planning advice in Shrewsbury, Shropshire or across the Midlands, contact or call 01743 365 813 to find out more.

Ben Walters (DipFA MIFS) Principal, 95 Highfields, Shrewsbury, Shropshire SY2 5PJ

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