Families we have helped

Families we have helped

Consolidation

A married couple with two children were looking to fund the senior education of their son over the next seven years. A proportion of the fees were to be provided by a grandparent, leaving a balance of £90,000 to be paid...


Tax Planning

A couple with 2 children were planning their school fees for education that was due to start in 5 year’s time. The projected total school fees, including University, was a daunting £460,000. The husband was the sole income provider with an income of...


School Fees Pension Plan

A small business owner with 2 children was facing projected school fees of £325,000. The initial requirement was to make the payment of school fees manageable. Secondly, the client wanted to improve retirement income. To achieve both seemed out of reach...


Making School Fees More Affordable

A married couple with 2 children were looking at alternative ways to pay school fees. They were both employed as teachers with a combined income of £79,000. They had no savings and they were paying school fees out of income. Their Main asset was their…


An Instant Pension

A 53 year old professional earning £155,000 gross per year. Their daughter already attending an Independent School. University provision was also a priority. The estimated fees totaled £180,000. The financial objectives were to: Fund the completion...