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Private school education can provide children with a vital head-start and opportunities that help them to achieve their goals. However, it’s undoubtedly an expensive commitment, and navigating the options for paying private school fees can be complex and daunting.
Many options are available, including tax-efficient investments, bursaries and scholarships, pre-payment of tuition fees, and a range of capital drawdown routes. It’s important to carefully consider your options and obtain expert advice when planning and funding private school fees.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
St. James’s Place in numbers
A wealth of knowledge.
Your wealth management advice and service team combines all areas of expertise to deliver an integrated service that meet your evolving needs.
That breadth of service brings in-house expertise together with access to key specialists within St. James’s Place. We’re your single point of contact, and we’re here to enable your financial freedom.
Start planning now, invest later.
St. James’s Place.
Your expert wealth adviser will take the time to understand your present circumstances, to create a bespoke report that is designed to help you achieve your goals, and make the most of the allowances and reliefs that are available to you.
There is no obligation for you to proceed, and we aim to provide valuable insight to your financial wellness, with steps to refine it.
Four stages to embark on your financial journey.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Trusts are not regulated by the Financial Conduct Authority.
In-depth planning and guided implementation in the following areas:
Making full use of your available tax allowances, tax-deductible solutions, and saving and investing in the most tax-efficient manner.
Forecast spending capacity in retirement, review annual pension contribution allowances, create sophisticated long-term cashflow models, and tax-efficient income distribution strategies.
Integrate your corporate holdings and benefits into your personal financial planning. Review asset allocation and evaluate re-balancing options, as well as tax-efficient investment planning solutions to fund private school fees.
Review existing insurance policies, evaluate the sufficiency of existing life and serious illness insurance coverage, identify areas of risk, and maximise company benefits to mitigate risks identified.
Assist with designing, implementing, and monitoring an estate plan, and tax-efficient wealth transfer strategies.
Management of offshore assets and tax efficient remittance planning. Guidance around the upcoming reform of the non-domicile regime.
Access to private banks, with expert advice for complex earnings, including lending solutions and mortgages for residential property acquisition.
Your home may be repossessed if you do not keep up repayments on your mortgage.
These enquiries may be referred to a service that is separate and distinct to those offered by St. James’s Place.
