University & school fees

For many parents and grandparents, establishing a financial strategy to pay school and university fees, in a tax efficient manner, is a huge focus. Because who can say no to the grandchildren?

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There are many options to consider in identifying the most appropriate route. A thorough understanding of your current financial position is essential. Many grandparents may have surplus income each month, so we can look at whether gifting out of regular expenditure is suitable. We will always ensure these gifts are documented correctly.

Investing funds appropriately in trusts for the children or grandchildren is another option. Our dedicated consultants can go through the options available and most suitable to your individual circumstances.

Start a conversation today
Get in touch with a member of the Mattioli Woods team below. We’re always on hand to assist.

Important: University & school fees

The value of investments and the income from them can fall as well as rise and investors may not get back the full amount invested. Past performance is not a guide to the future and any investment does not have a capital or return guarantee. Any investment decisions should be made after receiving professional advice. Contact us today to speak to one of our advisors about your investment planning.

Mattioli Woods plc is authorised and regulated by the Financial Conduct Authority. 

What can you expect?
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Peace of mind
Knowing we are working to look after what matters most to you
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Looking after the important people in your life
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Forward planning
Putting your affairs in place now helps you in the future
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Investing now to provide a brighter future
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Getting the right package in place provides much needed security
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Let us do the work while you spend your time doing what you love most
Get in touch with the Mattioli Woods team
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Mattioli Woods team.