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Building and protecting your wealth

‘Retirement’ Archive

Why Equity Release Needs Advice From a Specialist

Equity release can be an extremely useful tool in your financial planning toolkit. Your options consist of two main products – lifetime mortgages and home reversions. Equity release lets you access the equity from your home so you can use the money for things you need once you reach age 55 and you’re eligible to […]

Property vs Pension – Which is Best for Retirement?

The best retirement plans ensure that your finances will support your desired lifestyle. This might include diversifying your savings portfolio, employing a variety of options that are all designed to set you up for life after work. How should you invest?

FRIDAY Five: 5 Money Tips When Moving Overseas

Welcome to the Friday Five! Each week we’ll provide five quick tips about a different topic of interest. Interested in seeing a particular subject discussed? Send an email with your FAQ to

Autumn Budget Summary 2018 for Doctors and Dentists

The Chancellor of the Exchequer, Phillip Hammond, recently delivered his third, and last pre-Brexit budget to parliament at the end of the October. It was aimed at hard-working families hoping to achieve a “brighter future”, and building a stronger economy. What did the Chancellor have to say about key issues that directly affect you? Read […]

FRIDAY Five: 5 Financial Mistakes Millennials Make

Welcome to the Friday Five! Each week we’ll provide five quick tips about a different topic of interest. Interested in seeing a particular subject discussed? Send an email with your FAQ to

What is a Lifetime Lease?

In short, a lifetime lease is a legally binding agreement that lets a person live in a property they’ve purchased, free of rent, mortgage, or interest payments, for the rest of their life. By doing this, they are registered as the Lifetime Owner at Land Registry, which lets them live in the home completely legally […]

Understanding The Cost of Delay in Pension Planning

Building and maintaining wealth that will last you through retirement is one of the most significant endeavours you can undertake in your lifetime. Pension planning is an integral part of this process, but some people delay it, wrongly thinking they can save all that they need later on in life.

Don’t Forget Pensions When an Employee is on Maternity Leave

An employee set to take maternity leave is a wonderful, albeit stressful situation. The expectant mother has so much to do in preparation for her bundle of joy, but so do you as the employer. Beyond the run-of-the-mill baby shower send off, employers need to organise all the necessary administration associated with maternity leave, including […]

NHS Pension Scheme May Not Pay as Much as You Think

Oftentimes, the only thing getting people through the years of hard work in their career is the light at the end of the tunnel that is retirement. It’s a time for relaxing, traveling, spending time with your loved ones, and finally having the time to achieve the dreams you never could whilst working. That is […]

Retirement Options for Self-Employed Doctors and Dentists

Many self-employed medical and dental professionals can count themselves lucky because they’re living the dream of being their own boss. But sometimes being self-employed isn’t all it’s cracked up to be; it takes hard work and dedication to launch and maintain your own business.

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