School Fees Planning
Private school fees have rocketed by 41%, more than twice the rate of inflation over the past 5 years (18%), meaning many people can no longer afford to send their child to a private school. School fees affect all parents and present an additional financial burden however, with forward planning and some good advice you should still be able to provide your children with a privately funded education.
Case Study: School Fees Planning
Mr and Mrs C had received a significant cash injection in respect of company share options and wanted advice for the construction of a suitable investment portfolio for planning for private school fees for their two children. The main concern was the required level of initial capital and the strategy for investing in the markets.
Morley and Scott Financial Planning constructed a portfolio of unit trusts/OEICs and ISA’s to meet with the client’s attitude to investment risk and reward, and in addition to provide flexibility and tax efficiency to meet with future income needs.
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