Financial Advisers
Financial advisers drive a significant proportion of our recommendations. We have relationships with a number of IFAs across the country and are able to offer referral fees for financial advisers that pass regular business.
If any of your clients are parents that are sending their children to private school, we would be interested in talking to you in order that we can explain how we can help, who is eligible for our services and which other services might be appropriate.
Our tax planning services go hand-in-hand with the services of financial advisers.
If you would like to learn more, please get in touch & we would be delighted to talk to you.
The Service
Our specialist School Fees Tax Planning service is a non-aggressive tax saving solution that enables those sending their children to private schools to dramatically reduce fees.
The service enables parents to make the most of their children’s personal tax allowance by putting income into your children’s names.
The School Fees Tax Planning service will reduce the tax your clients are paying significantly to enable more of the money you earn to go towards their children’s education.
What Makes us Different?
There are a number of things that make us different and ensure that we have a unique offering for school fees tax planning. These are:
- We don’t just focus on school fees tax planning – as experienced accountants and tax consultants, we are able to look at the bigger picture of your life, business affairs and family and to find a number of ways to minimise your tax across the board
- We don’t offer an investment solution – most of the school fees payment solutions on the market are simply investments that enable parents to save for fees. They do not help to make you more tax efficient
- Our school fees tax planning is non-aggressive – there are a number of ways of minimising tax, from undertaking non-aggressive ways of maximising the tax allowances that everyone gets, to moving funds offshore. Our school fees tax planning service is non-aggressive and there is no stigma or negative association attached to it
Common Customer Objectives
Our customers have a consistent set of objectives on taking this approach including:
- Wanting to give their children the best in life – many parents work exceptionally hard to provide for their children and take this duty very seriously. We want to help to make this as easy as possible for parents to give their children the best in life and to help parents to spend time with their children rather than just to work to pay school fees
- Maintaining the standards of their children’s education – children are at school for 14 years and this can be a long commitment when it comes to school fees. There are pressures on parents for maintaining their children’s standards of education for this length of time
- Planning ahead – many parents realise that, by planning ahead, they can save significant tax and that this can help them to afford a premium school for their children
- Not wanting to spend more than they should – many of our clients find that they are not planning for tax as efficiently as they should and are thus paying thousands or tens of thousands more in tax each year than they should. Being aware of this means parents are better able to put their hard-earned money into their family, into school fees and into the trips, clothing and other expenses that come along with sending their children to private school
Grandparents Case Study
How a conversation with our trust expert has enabled two grandparents to help towards the education of their grandchildren, saving £15,000 per annumThe Value
There is a significant amount of value in this service and not all of it is financial. The value that we can offer you is:
- Helping your customers save significant amounts of money
- Ensuring more money that is available for investment
- Having another touchpoint with more valuable clients
- Relationships with our tax planners