1. How do you save enough money to pay for school fees?
  2. What is the most tax efficient savings method for saving for education costs?
  3. Is there a benefit to you in receiving financial advice?
  4. What is the impact of compound investing?
  5. If you are earning over £100,000 then you lose £1 of the £12,500 personal allowance for every £2 that you earn. This equates to an effective tax rate of 62% between £100,000 and £125,000.
  6. If you earn over £150,000 you lose £1 of annual pension allowance for every extra £2 earnt until earning over £210,000. At this point, annual pension contributions are capped at £10,000. If you exceed this, any additional contributions will be liable to 45% tax.
  7. What happens to your lifestyle and your children’s education if you lose your job through ill health and you are unable to continue working?
  8. Is your dividend income tax free?
  9. Do you utilise all of your personal tax allowances every year?
  10. Do you have a Capital Gains Tax liability and are you able to defer it?
  11. Are your investments growing in the most tax efficient way?


Depending on your personal circumstances utilising any of the following opportunities could be beneficial to you:

  1. ISA Investments
  2. Unit Trust Investments
  3. Offshore Investment Bonds
  4. Tax Efficient Investments
  5. Life, Critical Illness and Income Protection Policies
  6. Pension Contributions

Make An Appointment

If you would like to ensure that the correct financial strategy is applied to your personal circumstances then School Fees Planning can arrange at no cost for specialist in any area to review your personal circumstances


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