Education Trust

A Legacy of Learning, Secured by You

Book A Call

ICEA LION Education Trust

It’s a custom-built education fund designed to secure the academic future of your loved ones. Held in a Trust and managed by ICEA LION Trust Company, it ensures that the funds you set aside are used specifically for education, and nothing else. Whether you're supporting young children, grandchildren, or a relative with special learning needs, this Trust gives you the power to define how the money is used, who can access it, and when.

  • Keep your promise, even if life goes unexpectedly
    Education is expensive, but it's also non-negotiable. This Trust ensures that school fees, books, uniforms, and other learning costs are covered, no matter what the future holds.
  • You’re in control
    You decide how the funds should be used, when they can be accessed, and under what conditions. We carry out those instructions to the letter.
  • No delays, no court battles
    Unlike a will, your Education Trust doesn’t go through probate. That means your beneficiaries get access to funds without lengthy legal processes.
  • Professionally managed
    Your Trust is managed by ICEA LION with support from licensed fund managers. That means expert investment of your funds and smart, long-term growth.
  • Affordable to start, simple to maintain
    We charge a 1% annual service fee based on the value of the Trust. There’s no minimum amount to get started and no joining fees.
  • Protection from creditors
    Funds in the Trust are shielded from debt claims, giving your family uninterrupted access to the resources you’ve set aside.
  • Tax benefits available
    If your Trust supports charitable education goals, you may qualify for tax exemptions under Kenyan law.

You can include almost any asset with value:

  • Cash or fixed deposits
  • SACCO savings or investment group funds
  • Retirement benefits
  • Shares in companies—public or private
  • Insurance pay-outs
  • Bank accounts
  • Land or buildings
  • Unit Trusts or mutual funds

If it helps fund their future, it belongs in the Trust.

You can allocate funds to cover a wide range of education-related needs:

  • School and university tuition
  • Learning materials, uniforms, and supplies
  • Special needs education
  • Boarding or accommodation costs
  • Technology to support learning (e.g., laptops, internet)
  • Transport or relocation for schooling
  • Any other need directly tied to a learner’s growth
  1. You set up the Trust
    We help you craft a clear Trust Deed: your instruction manual for how the fund should be used.
  2. You appoint your Trustees
    These can be family members or professionals: ICEA LION Trust Company can serve as your Corporate Trustee for peace of mind.
  3. You fund it your way
    Deposit a lump sum, contribute regularly, or add to it over time. The Trust grows with you.
  4. We invest your funds wisely
    We partner with licensed fund managers who aim to grow your fund steadily over the long term.
  5. Beneficiaries receive support
    When learning costs arise, Trustees release funds as per your instructions; quickly, securely, and with full transparency.

The ICEA LION Education Trust is ideal for:

  • Parents or guardians who want long-term certainty in covering education
  • Grandparents planning multi-generational legacy support
  • Families with dependents who have special learning needs
  • Individuals who want to protect education funds from misuse, delays, or disputes
  • Anyone looking to make a meaningful impact through education

Have Questions?Let's Talk!