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Building and protecting your wealth

‘Financial planning’ Archive


Financial checklist for 2018


If you are a doctor or a dentist working in the NHS you will understand that nothing is ‘constant’. Changes to your contract, role and even location of where you work can happen at short notice and changes to tax legislation are prominent in every tax year.




Did your income rise by 14% this year?


Dividends from UK shares are rising at an extraordinary rate. The quarterly ‘UK Dividend Monitor’ report from Capita Asset Services paints a very rosy picture for investors looking for income from UK shares.




15 ways to save this festive season 


The festive is truly upon us. In fact, it is hard to ignore. The shops have been full of Christmas cards and decorations since September and everywhere you turn, Christmas tunes are playing. It can be very tempting to splurge at Christmas and New Year’s. However, it is possible to have a memorable time without overspending.




4 ways to retire early 


As a doctor or dentist, working in the healthcare industry can at times be stressful and tiring. There may be days when you find yourself dreaming of retiring early and spending the last of your days tending to your garden, sunning yourself on the Costas of Spain or for the more adventurous, backpacking your way […]




Equity Release is popular for retirement planning


With life expectancy increasing, people are becoming more conscious of their retirement and how they can ensure they have enough funds to see them through comfortably in their later life. Particularly now if retirees live longer than they expect, they can be left with little left in the pot to cover any care they may […]




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