skip to main content

Update: Please be aware that despite the Coronavirus (COVID-19) pandemic, we are operating as usual and our partners will be conducting initial consultations online and by telephone.

Education Fee Planning

Read our guide on education fee planning to ensure that you are going to be able to afford the education you've dreamt about

Last updated 16 January 2015

As you are no doubt aware, the best schools and universities demand the highest fees to allow your child to attend and while twenty years ago a standard university education was more affordable, the abolition of grants and the introduction of university fees, as meant that ensuring you have sufficient capital has becoming tougher.

The best education can require significant investment and ensuring that you are able to support their development requires specific education fee planning.

The most accurate plans require a strong understanding of the objectives and planning education is no different. It is important to understand both what you plan for your child and also anticipate the specific demands of your child as, even though you may have their life planned out until they graduate, it may not be quite as straightforward as that.

Education planning: More than just education fees

It is also important to remember that education is not just about fees. The requirements of attending school is growing with technological advancements.

What will your children require when they attend school. Clothes, books, Kindles, iPads, laptops, mobile phones, accommodation? It all has to be carefully planned and catered for as the costs mount up.

Specific savings plans for education

There are a number of different savings plans specifically designed for parents planning to pay for their children’s education. These include single lump sum investment plans, plans with regular/irregular payments and schemes which are a mix of savings and borrowing.

Get help to create your education plan

If you would like assistance understanding your options on which schemes and plans to consider, complete the form and one of our independent financial advisers will contact you to discuss your situation.

Experts for Expats has been featured in...

Saga - Want to retire in the EU? What could the future hold for you? - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
The Guardian - The older expats facing poverty – thanks to Brexit and frozen pensions - click to see article
The Telegraph - The surprising places British expats can earn the most - click to see article
The Times - Thousands of retiring Britons vote for Brexodus - click to see article
The Observer - How to relocate overseas - click to see article

What expats say about our experts

I was very impressed with the speed and quality of the communication and the amount of information I got in a 30-min consultation. There was no undue pressure on me to buy anything, and it was nice to be able to talk to someone who understood both the UK and US markets. I think this would be an excellent service for anyone with substantial pension pots, is unsure about leaving their money where it is or to transfer it to where they now live, and is looking for either just advice and help with admin or wants a full service. 

Helen C.

Pension transfer introduction in United States

Yes, I would definitely recommend Experts for Expats, I was very impressed with the consultation, what really stood out was the consultant’s in-depth knowledge, his friendliness and the clarity of the information he provided (he scored 10 out of 10, in my book).

Nicholas L.

UK Tax Return, Double Tax Treaties introduction in Switzerland

After dealing with PwC for many years, it was refreshing to deal with a person that sounded like he actually cared...

Rossana R.

Statutory Residence Test introduction in Denmark

I found the session with the consultant to be very helpful in that it helped allay any concerns I had around my choice to manage my pension post-Brexit. I really valued the opportunity to be able to discuss what I was planning with an someone who could give an independent perspective.

Carl P.

Pensions and Brexit introduction in Spain