Succession Independent Schools

Our specialist Succession Independent Schools team works with independent schools, academies, colleges and universities, to provide guidance on workplace pensions, taxation and employee benefits.

Independent school specialists, trusted by the finest

Succession Independent Schools is retained by many of the country’s independent schools, where we work with governors, senior leadership teams, bursars, academic and operational staff.

We are widely recognised as experts on the Teachers’ Pension Scheme (TPS) and the Scottish Teachers’ Pension Scheme (STPS). We also provide guidance across the challenges associated with the TPS and the STPS, pension legislation and taxation.

Please note, The Financial Conduct Authority does not regulate advice on taxation and certain aspects of corporate services.

Our reputation, formed over two decades working in the sector, has been achieved by building expertise and trust, and investing in long-term relationships.

As independent school specialists, we understand the sector-specific challenges you face. We have developed a range of services and solutions designed to help you overcome them, from helping your staff gain a better understanding of their pension arrangements to assisting Governors and Bursars with complex consultation issues.

How we help

Whether you’re looking to develop a long-term relationship with us or just need support for a single matter, we can help you in multiple ways, including:

  • Presentations to academic or operational staff

  • 1:1 meetings to provide information and guidance

  • Governor/Senior Leadership Team meetings

  • Strategic financial planning across areas such as general pension provision, accrual tax, annual allowances, lifetime allowance calculations, residential emolument, remuneration structure and retirement planning.

Get in Touch

If you’d like to discuss any of the above, please don’t hesitate to contact our dedicated Succession Independent Schools team at:
T: 0800 371 643

Should the service you require not be listed, please do contact us. If we can assist, we will.

To read more, download our brochure below.

Meet the team

Ann McDonald

Head of Succession Independent Schools and Employee Benefit Solutions

Based in Buckinghamshire

Independent Schools Literature

Succession Independent Schools

Succession Independent Schools Brochure

We work within the independent schools and all education sectors, assisting both employer and employee to achieve their long-term goals.

Download now

Book a meeting

It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.

To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.

Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.