For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.

School and University Fees Calculator

Discover the investment needed in an offshore bond to fund school or university fees and the tax payable on withdrawals.

  • Three tools in one
  • See the results in a detailed table
  • View the tool online and offline
  • Save as a pdf for your reports

Use School & University Fees Calculator

Key features of our School and University Fees calculator

Three tools in one

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.