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How can we help you?
Discover the investment needed in an offshore bond to fund school or university fees and the tax payable on withdrawals.
- View the tool online and offline
- Save as a pdf for your reports
- Three tools in one
- See the results in a detailed table
Key features
The school and university fees calculator contains three separate calculators:
- The savings calculator estimates how regular savings could be used to provide a lump sum investment.
- The investment calculator shows how school or university fees could be funded through a bond.
- The fees/costs calculator estimates future annual education costs by applying an inflationary growth rate.
Available online and offline
Add this tool to your favourites and use it even when you’re not online.
Guidance, but not advice
The results of the tool shouldn’t be considered as advice and is to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.
About M&G
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Adviser services
The information provided is by Prudential Distribution Ltd, and/or M&G Wealth Investments LLP, Investment Funds Direct Limited, Prudential International Assurance and/or The Prudential Assurance Company.
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