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
E: schools@successionschools.co.uk
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.
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