Vita Financial Planning
Vita Financial Planning

School fees planning calculator

A quick and easy way to calculate how much you need to invest to fund your child's/grandchild’s education. The figures provided by this calculator are for illustrative purposes only.

Complete the information required and click the 'Calculate’ button

Estimated annual school fees - (insert today’s value):

Number of years until child’s education starts (years):

Total number of years child will be in education (years):

Expected rate of return - (growth/interest rate - e.g. 5.0):

Fixed investment (monthly):

Low start-up investment (monthly):

Required amount:

The calculation does not take into account taxation.

Results are for your general information and use only and are not intended to address your particular requirements. Results should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate results and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of using this calculator. Thresholds, percentage rates and tax legislation may change in subsequent finance acts. Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor. The value of your investments can go down as well as up and you may get back less than you invested.

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Vita Financial Planning Limited is an appointed representative of Lighthouse Advisory Services Limited, which is authorised and regulated by the Financial Conduct Authority.

 

The Financial Ombudsman Service was set up by Parliament to sort out individual complaints that consumers and financial businesses aren't able to resolve themselves. Details of how the Financial Ombudsman Service can help can be found on their website at www.financial-ombudsman.org.uk/consumer/complaints.htm or you can ring the consumer help line on 0800 023 4567 or 0300 123 9123.

 

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