London: +44 (0)20 7236 2601
St Albans: +44 (0)1727 869141
Rickmansworth: +44 (0) 1923 771010
Milton Keynes: +44 (0)1908 605552

School Fees

I have a client where we are planning for school fees, one of his children will start boarding in the new academic year and the other two won’t be far behind.

He had been using the Close Brothers school fees plan to help with funding over the last few years but we agreed to take a new tact from September. Thankfully this has meant the withdrawal of the plan recently has not caused my client too much stress as we were already looking at discontinuing it's use in our planning.

However I would imagine this is not the case for other parents who are now wondering how to approach future funding. Obviously the alternatives will depend on individual circumstances but talking to the school about flexible arrangements maybe a good starting point, along side reviewing how to use your current capital and income to meet the liability.



Date: 3rd April, 2014
Author: Anne McClean


Articles from this Author

21st December, 2016
Too good to be true – generally yes

19th March, 2015
Annuity unlocking

3rd April, 2014
School Fees

5th December, 2012
Pension allowances cut but not yet

Contact a Private Client Partner


We have new vacancies across our four offices #London #MiltonKeynes #Rickmansworth #StAlbans #Careers

Season’s Greetings and Happy New Year from everyone at Mercer & Hole



For the latest Mercer & Hole news, visit our LinkedIn page mercer-&-hole

Click here to follow us on LinkedIn