Recording details
The 20% VAT on private school fees will significantly impact parents, especially after an average 8% increase for the 2023/2024 academic year. This hike has raised private school fees to an estimated £6,021 per term, totalling over £18,000 annually!
Join our experts as they discuss strategies to manage this levy and enhance the tax efficiency of your finances. Discover:
• Options to make the VAT increase more affordable
• Ways parents can maximise their ‘investment runway’ to cover private school fees
• Various cost-saving measures parents can consider
• How parents can protect their family’s future financial security
Speakers
Angelique Ruzicka
Angelique Ruzicka is Evelyn Partners’ investment writer. With over 20 years of experience as a journalist and editor, she has contributed to numerous websites, magazines, and newspapers in the United Kingdom and internationally. Her expertise lies primarily in personal finance and business content where she has established herself as a trusted voice in the industry.
Natasha Etherton
Financial planning
Natasha is a Chartered Financial Planner with over 20 years experience advising clients. As a Solla Accredited Later Life planner she helps families negotiate inheritance tax planning and generational wealth transfers, being mindful of the different concerns and objectives of each generation such as potential future care needs, and income tax planning.
Toby Tallon
Personal tax
Toby has over 20 years’ experience advising private clients. His focus is on helping entrepreneurs and family businesses with success and succession. His practice also includes high-net-worth individuals, landed and urban estates, clients with residency and domicile issues. Toby is a member of the ICAEW and the CIOT.