Tag Archive for: expats

UK University Fee Status Rules

If you are going to a UK university, your fee status, i.e. whether you are charged home fees or overseas fees, is determined by a set of rules.

The rules are set by the government, but they are published online by a charity called UKCISA who support students in understanding their fee status eligibility. Anyone can access and read the rules online.

These rules differ in each of the four UK nations. The rules that apply to you are based on where the university you are applying to is located. For example, if you are applying to Scottish universities, you need to understand the Scottish fee status rules. If you are applying to English universities, you need to understand the English fee status rules and so on. If you are applying to universities in different parts of the UK you must apply all the relevant rules.

Here’s where to find them:

English fee status rules

Scottish fee status rules

Welsh fee status rules

Northern Irish fee status rules

The rules are largely derived from case law of previous immigration or student finance court cases. This is often where certain terms and definitions within the rules are defined so you may also want to read this information also.

Ordinary Residence Case Law

We understand that these rules can be confusing and it’s not always clear how your fee status would be determined.

UKCISA, who train us at UKSO and university staff on how to apply the fee status rules, offer free advice to students on their fee status and can be contacted here.

The UK Study Options team has extensive training and experience of fee status issues that specifically affect expat students. If you would like some feedback on your fee status case, complete our online form and we’ll get back to you.

PLEASE NOTE: The guidance on fee status rules is regularly updated and the link to the latest guidance may change. The above links are the latest guidance at the time of writing, May 2022.

UK/EU Expats – don’t lose your eligibility for Home fees!

Being eligible for Home or EU fees isn’t quite as straightforward as many expats think. Families assume that having British and/or EU citizenship and owning property in the UK or EU is enough to get an offer as a Home or EU fee payer. It’s not …but read on….!

Here are some points to help you understand what the universities are looking for when the UCAS applications go in each year:

  • The universities have to undertake due diligence to identify students who are eligible for a Home OR an EU offer.
  • Most students who are at school overseas will receive a Fee Status Questionnaire in order to gather the information necessary to assess the student’s eligibility. This document may be extensive to include other categories of students such as asylum seekers or immigrants who may also be eligible as well as expats.
  • You need to prove that your permanent residence is in one country: the UK OR EU and that you maintain your status by travelling back as a family for extensive periods of time each year to one particular place. (One parent and siblings should be enough).
  • You will need a permanent home address – only one! You can’t make a case for having a permanent home in say an EU country AND England. Each of the four UK countries has a different fee structure and loan company. Depending upon your offer you may then apply to the relevant loans company. International students are not eligible for student loans.
  • Initially, the universities look back at the student’s whereabouts for three years prior to the first day of the first academic term. A student applying for 2018 entry will have to show where they lived between 2015 and 2018. If the information is not clear the universities will request information about the student’s whereabouts since birth.
  • The rules and regulations governing fee status allow for a student to be temporarily based overseas if they maintain strong links to their home by returning for perhaps a month or so each year to one address.
  • There is provision for the parents being temporarily based overseas due to their work and therefore the student having to be based with the parents.
  • Each university may ask for a variety of documents as proof of your ‘ordinary residence’ in the UK or EU such as e-tickets in and out, utility bills, property deeds or rental agreements etc even shopping transactions in one place!

Problems arise when students and parents are not clear about their ‘ordinary residence’. Many expat families that we deal with have multi-national families and could ostensibly make a case for being either UK (Scotland, England, N Ireland or Wales) with regards to their ‘ordinary residence’ as well as perhaps an EU address. I have a number of families that have several properties and/or addresses they could use in the UK and perhaps an alternative property in the EU where they may spend several weeks each year. In this case students are at risk of losing their eligibility by not maintaining links to one particular place – their ‘ordinary residence’!

Problems also arise as the rules and regulations are open to interpretation and there is no blanket policy across the universities as to information they need from the student. If a university or course is competitive they are likely to have a large team dealing with Fee Status Questionnaires. The outcome from each institution as well as the evidence they ask for varies a great deal.

Be Prepared! Contact us for your personal fee status assessment

Fee status top tips

Each year I visit international schools where many students are UK/EU expats. I try to give accurate and updated advice to students and their families regarding fee status for university study.

Although there are no guarantees it does help you if know a little about the rules and regulations, whether you meet the criteria for Home/EU fees and, if you are eligible, how to compile a clear and strong case. You need to prepare in advance as once the UCAS forms go in it can become a stressful waiting game particularly if the institutions are waiting for information and evidence from you before making an offer.

It’s not just about having a UK/EU passport – you need to show the universities and the student loans companies that you actively live in the UK during the run up period of three years before the course starts.

British_passport_2002The rules and regulation governing Fee Status are published by each of the four UK countries; England, Scotland, Wales and Northern Ireland. The outcome of your Fee Status may depend upon where your home is based and which country you are planning to study in.

Technically a student must be ‘settled’ in the UK on the first day of the first term of the course and ‘ordinary resident’ in the UK and have been ‘ordinary resident’ in the UK for three years prior to the first day of the first term of the course to be eligible for Home/EU fees at a UK university. Ordinary residence must not be for the purpose of receiving full time education so, even if the student has been in the UK at boarding school whilst the family remain overseas, this will not count as being ‘ordinary resident’.

Many expats ‘temporarily’ live overseas. Quite often temporary contracts of several years are extended many times so a student may actually have never lived in the UK at all!

Here are my top tips for the new 2016/17 academic year.

Decide where your home is!

It may seem obvious but I come across many UK students who have lived the expat life since birth. They may have family scattered over the UK to visit each year and perhaps a holiday home in Europe. Decide where your natural and habitual mode of living is with your family and stay there regularly, as a ‘family’ (at least one parent and siblings) for a number of weeks or months each year.

Return regularly to your home for substantial amounts of time as a family.

You do not need to own a home (it may help if you do) but you will need to have a regular, mode of family life in one place. You will be asked to provide documentation to support your case. In the past families have provided: family deeds, rental agreements, Council Tax Statements, Utility Bills – anything to show a strong connection to one place in particular. The documents will have your family name on – utility bills may even show the difference in electricity and gas usage in the months you claim to be in the UK compared to the months you are not. Some institutions have accepted shopping bills or bank statements showing transactions from one particular place.

Keep e-tickets and travel documentation for each family member when travelling to and from the UK.

It really helps to show for instance that each summer the applicant and any siblings and at least one parent travel into the UK and out again at the end of the summer. If you travel regularly on one particular airline you will have a record of your flights along with your air-miles. If you don’t think you have any records it is worth going back into your email accounts to find them!

Gather documentation to support your temporary absence from the UK.

There is no definition in the case law or legislation to define what is meant by ‘temporary’ absence from the UK. This is where is gets tricky as the rules and regulations governing Fee Status are open to interpretation by the institution as to what they think is a temporary absence. Some universities have used a cut-off point in the past of six years – so anyone who has lived outside the UK over six years will be treated as an overseas fee payer whether they are a UK national or not!

Some universities will ask to see the parent’s work contract. It helps if this contract is awarded before the family travel outside the UK to live and it states that on completion of the contract the family will be repatriated to the UK. This shows a clear intention of returning to the UK and may well support your case.

Fee Status outcome depends upon the student giving correct, clear information about their circumstances, providing comprehensive supporting documentation and showing a regular, habitual mode of living in the UK as a family for substantial amounts of time each year.

The fact that the rules and regulations are interpreted slightly differently by each country and each institution means that students may be given different fee status decisions by their five universities.

Geraldine Raison’s team at UKStudyOptions offer a Fee Status appraisal as well as ongoing help and support for students if required. The UKStudyOptions team are members of UKCISA and receive regular training along with UK university admissions staff. We can help get you prepared and ready by offering a personal appraisal, explaining the rules and regulations, looking at your strengths and weaknesses and giving you a check list of documentation to gather before you apply!

Email: hello@ukstudyoptions.com for details

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