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‘Financial planning’ Archive

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

Your 12 Step Guide to Pension Investment – Part 1

In this two part guide, we share the 12 things to consider when planning for your retirement.

Too Healthy For A Heart Attack? It’s Heart Awareness Month

February is National Heart Month, and with 2.6 million people in the UK who live with Coronary Heart Disease (CHD), chances are you may know someone suffering from the disease, run the risk of developing a heart condition, or are afflicted yourself.

The True Cost of Equity Release

Equity release is a range of products that lets you tap into the equity from your home once you reach the age of 55. Your age, the value of your home, and whether or not you already have ongoing mortgage payments will all be factored into determining whether or not you qualify and how much […]

FRIDAY Five: 5 Financial Tips for Healthcare Locums

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

Tapered Annual Allowance Top Concern For High Earning Healthcare Professionals

If the tapered annual allowance all seems a bit complicated, you’re not alone. The calculations for adjusted income and threshold income (benchmarks used in tapered annual allowance) are highly involved and best done by a professional.

Work Until Age 67 – How Can I Not?

Over the next ten years, the state pension age will increase to age 67, prolonging the moment many dental and medical professionals can finally hang up their working hats and settle into retirement. There are a variety of reasons you might find yourself working for longer than you expect, but do you have to?

From NHS To Private Practice – What Steps Should You Take?

Working within the NHS system comes with a whole host of benefits. But many dental and medical professionals find the lure of private practice just too strong to ignore. What steps should you take if you’re interested in making the leap?

TAX TIP TUESDAY: Q4 Planning Tips

Our 5-minute read – Tax Tips – for UK doctors and dentists will help you save tax, get organised with your tax affairs and make sure you meet important deadlines with ease.

What Is Predicted For Equity Release in 2019?

In recent years, equity release (ER) — a range of products (consisting of lifetime mortgages and home revisions) that allows you to access the equity you have in your home under certain conditions —  has surged in popularity.

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