Education Sector

Supporting educational
establishments to
generate ongoing savings

Dealing with property matters in the education sector presents a very specific set of challenges, given that the threats over mandatory relief have resurfaced in recent times, adding extra uncertainty to the independent schools sector.

As well as the accepted administrative and practical difficulties associated with running premises, the education market requires that decisions take account of other considerations, such as pupil numbers, legislation changes and the increasing involvement of external public sector agencies.

Yet despite these differences, educational establishments must also monitor the bottom line – in a time of reduced education budgets, it is therefore essential that every area of a school and college runs as efficiently as it can in order to reduce costs.

Business rates, can represent a significant proportion of any running costs. These costs can be particularly high where liabilities can increase significantly following new build constructions and a review should be considered to reduce costs.

Meticulous attention to detail and formidable tenacity are our hallmarks as we strive to make savings for our clients and streamline the complex processes involved in managing educational property.

View and download
our latest Whitepaper

For independent schools, there may be turbulent times ahead. They are under increased scrutiny regarding their charitable status, which puts extra pressures on finances from increased business rates as well as other issues such as teachers’ pensions and a competitive sector.

This whitepaper focuses on rating valuations and reliefs for independent schools in the wider context of the state of the sector.

Who we are

We are market leaders in valuing educational sites for business rates and Council Tax purposes, working closely with the Valuation Office Agency within a small invited team of surveyors to determine a framework to reduce the rateable values for our clients.

What we stand for

Over many years, we have enhanced our expertise in the education sector, often pushing the boundaries of traditional rating practice, to obtain results that many other practices just didn’t even think of. We are constantly thinking of new and innovative ways to save our clients’ money.

How can we help?

If you are a school with a rates bill, receiving mandatory relief or not, and/or if you are paying Council Tax particularly as a boarding school, we would welcome the opportunity to review your spends on a ‘no obligation’ basis.

Case Studies

Fairley House School

Special Needs School, London

Dealing with the business rating for the School required specific expertise of handling schools with children with special needs.

Through our experience of working across the education sector, we have often identified alternative routes to savings for our clients.  We have worked on all sites for the school resulting is total savings exceeding £35,000.

Ramillies Hall School

Special Needs School, Cheshire

Our firm have acted for this School for a number of years and as the their education provision has adapted over time, so has our rating advice.  For each revaluation, we appealed the rating assessment to reduce the schools ongoing rating liabilities.

We reviewed each part of the School site to establish which buildings could be exempted, and as a result of the the revaluations saved over £53,000.

Kimbolton School

Kimbolton School, Cambridgeshire

Educational establishments always need to keep an eye on the bottom line – it’s essential that expenses are kept to a minimum wherever possible. However, this highly specialised area is difficult to monitor and can, over time, become a significant hidden cost.

Kimbolton School engaged The Beattie Partnership to review their business rates liability for the 2000, 2005 and 2010 revaluation period. With over 30 years of experience in the field, our team was able to negotiate with the Valuation Officer and secure a series of reductions, totalling over £28,000.

Stockport Grammar School

Stockport Grammar School, Cheshire

The many demands placed on academic staff and school governors mean that it can be difficult to keep up with the everyday essentials of running a school, let alone spending time trying to save money on business rates liability.

The high standards upheld by Stockport Grammar School deserved a high standard of service, as well as excellent results. The Beattie Partnership’s experience in identifying savings opportunities, coupled with our tenacious approach to negotiations, meant that we were able to secure savings which, after mandatory relief, amounted to over £30,000.