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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

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.

Save as a pdf

To save the results you’ll need to print them as a pdf. Find out how in our Handy Hints and Tips guide (PDF).

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.

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.