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Succession Independent Schools work within the independent schools and other education sectors, assisting both employer and employee to achieve their ...

Succession Independent Schools work within the independent schools and other education sectors, assisting both employer and employee to achieve their long-term goals.

Services Provided by Supplier

Employee Benefits, Finance and Investment Services/Consultants, Pensions

Areas Covered by Supplier

East Anglia, London, Midlands, North East, North West, South, South East, South West, Scotland, Wales

Ann McDonald

01296 394675

schools@successionindependentschools.co.uk

https://www.successionwealth.co.uk/specialist-divisions/succession-independent-schools

Succession Independent Schools, 1 The Firs, Aylesbury Road, Bierton, Buckinghamshire, HP22 5DX

Succession Independent Schools work within the independent schools and other education sectors, assisting both employer and employee to achieve their long-term goals.

Our dedicated team of Planners specialise in the Teachers’ Pension Scheme, providing the knowledge and confidence needed to make the right decisions at the right time. We build meaningful and trusted relationships with every institution and individual we work with, by understanding them and their aspirations, so that we can provide the guidance they need to achieve their objectives.

Our expertise covers areas such as TPS consultation, remuneration and retirement planning, residential emolument, and pension accrual tax calculations (Annual and Lifetime Allowance).

We also have other specialist teams here to support you. Succession Employee Benefit Solutions Limited offering a full suite of employee benefits designed to attract, engage, and retain staff and Succession Wealth Limited offering financial advice for individuals and their families.

Whilst ISBA has approved the directory entries on the basis of its own due diligence any dealings with a listed supplier is at the school's own risk. ISBA assumes no responsibility or legal duty by being associated with a supplier and it is the responsibility of the school to independently research each company it wishes to engage with.