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WEALTH SOLUTIONS

Education Fees

Generally utilising a mix of offshore capital and savings platforms; this can involve short-term planning solutions to meet immediate education needs; or the adoption of medium-term programmes designed to accumulate sufficient capital resources to meet college or university fees from investment income rather than capital holdings. For added peace of mind, we have a range of Education Trusts that maintain ‘parental’ control over the fund while minimising the potential impacts from probate and tax duties.

 

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