Succession Independent Schools are a specialist team, working primarily within the Independent Schools sector.
We are widely recognised as experts on the Teachers’ Pension Scheme and are retained by many of the country’s leading Independent Schools. Our specialism is to explain the very complex issues of TPS rules, pension legislation and taxation and relay this in a simple and friendly way.
The team’s reputation over the last 17 years has been achieved by building trust and investing in long-term relationships with our clients to provide superlative guidance and support whenever it is needed. As a result, our clients remain at the forefront of everything that we do.
We understand the challenges faced by many within the Sector and have developed a range of services to fit our clients’ needs; this ensures the most appropriate decisions are made at the right time, with the aim to secure financial independence. We look to establish and maintain on-going relationships, however of course also recognise that some clients may simply need us on a one off basis.
Services include: academic or support staff presentations, 1:1 meetings, pensions accrual tax/annual allowance/lifetime allowance calculations, remuneration or retirement strategies to name a few.
All of our advisers are highly qualified wealth planners and our aim is to help identify a client’s vision and in turn build a plan to achieve their goals.