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Our clients’ requirements were to make the payment of school fees more manageable and ensure that income in retirement met expectation. To achieve both objective seemed out of reach read more
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A married couple with a modest income and no savings wanted to look at alternative ways to pay school fees. read more
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A couple with 2 children were looking to plan the private education for their two children starting in about 5 year’s time. A projected total school bill, including University, was a daunting £460,000. read more
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A married couple did not consider they had enough disposable income to fund school fees. However, by restructuring their finances, school fees could be
funded and their mortgage shortfall addressed without having to allocate any new funds! read more
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For some clients it is possible to utilise a pension to help with school fees in the short term and still end up with a larger pension. read more
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