School Fees Planning Solutions

Capital To Invest

If you have capital available, there is a wide range of attractive and tax efficient options. These vary from secure through to more speculative options.

SFIA will only recommend a particular investment after a full consultation with you. This will take into account things like when fees are due and your attitude to investment risk.

Monthly Savings

There are similar options if you are investing from income. When deciding which is the most suitable, a major consideration must be given to balancing the timing of the educational payments with obtaining the best value from your monthly contributions.

Immediate Fees

There are a number of effective plans available that are designed to help parents who need fees immediately. The purpose of these plans is to improve cash flow and hence make the school fees more affordable.

Your Bespoke Plan

Whatever the requirements, whether you are a parent, grandparent, relative or trustee, SFIA will create and administer a plan tailored to suit your circumstances. We will take account of the number and ages of the children concerned, your expectations for their education and, of course your financial resources.

Flexibility

SFIA plans are highly flexible and allow payment dates to be altered, or for the benefits to be transferred to another child. In instances where the child may receive a bursary or a grant, the accumulated funds can also be used for other purposes.

You should be able to obtain considerable savings against projected educational fees. For many clients this will amount to thousands of pounds, with the proviso of course that the earlier the plan is started the greater the ultimate saving.