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Building and protecting your wealth

‘Financial planning’ Archive


FRIDAY Five: 5 Financial Tips for Mothers and Mums to be


Each week in our Friday Five, we provide five quick tips about a different topic of interest. Interested in seeing a particular subject discussed? Send an email with your FAQ to info@dentalandmedical.com.




No income protection. What is your risk?


Income Protection is a long-term insurance policy that provides peace of mind to an individual if they find themselves unable to work due to illness or injury. These policies offer coverage during a stressful time and allow you to continue to receive a steady flow of cash while you’re off work.




Four Definites When It Comes to Saving Money and Tax


January is usually the time when people stop and take a good, hard look at their finances so they can reset and begin a new year with a fresh start. However, the new tax year is just as good a time to start with a clean slate. Here are four things you should definitely be […]




What Brexit Means for Mortgages and Property Prices


For nearly three years now, Brexit has been at the top of the British public’s mind. The government has been in talks trying to reach a satisfactory deal for some time now and has experienced one delay after another. The effects of Brexit will be far-reaching, impacting everything from personal finances to the broader economy. […]




Is Equity Release Safe?


Equity release is a great option for certain individuals in need of extra funds during their retirement. What better way to get those funds than from equity in your home? It’s become a popular option recently with people later in life because of the rising cost of retirement and increasing levels of debt.




Your 12 Step Guide to Pension Investment – Part 2


In the second part of this two part guide, we share six things to consider when planning for your retirement. For the first six steps, read part one.




Who is the Quintessential Equity Release Customer?


With people living longer these days, the rising cost of retirement, and increasing levels of debt, some, unfortunately, find that they haven’t actually planned well enough for their retirement. Because of this, they end up with a shortfall and need something to cover their expenses once the retirement well runs dry.




Change the Record and Stop Repeating the Same Money Mistakes


Comfort breeds complacency, as the old adage goes. You might be stuck in your money management ways without any clue about how to change, or maybe you’re not even aware that you’re making any financial blunders. It’s always best practice to evaluate the state of your affairs and change what needs to be changed, especially […]




How Can I Ensure my Home Goes to my Children?


Blended families, a la The Brady Bunch, are fast becoming as atypical as the so-called nuclear family. The complications from this type of family apparently transcend the mortal plane because once one parent dies, there are often questions about estates and inheritance that need addressing. How can you ensure that a home in your name […]




FRIDAY Five: 5 Tips for A Secure Financial Future


Each week in our Friday Five, we provide five quick tips about a different topic of interest. Interested in seeing a particular subject discussed? Send an email with your FAQ to info@dentalandmedical.com.




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