COOKIE POLICY | PRIVACY POLICY | DISCLAIMER



Tel: 01403 780 770

Building and protecting your wealth

‘Wealth & Income Protection’ Archive


The Importance of Succession Planning


Have you adequately prepared yourself, your family, and your business for the future? If you own a small business – be it a family business or another closely held enterprise – it can be a demanding job. But don’t let running your business now get in the way of planning for what comes next, make […]




Protect your Business to Minimise Disruption


When you own a business, or medical or dental practice, you know the importance of the people who keep it running. How would you cope if your key people fell critically ill or passed away? Business protection could help. It’s common to insure a business’ physical assets, so it should stand to reason that you […]




Why There’s No Such Thing As a Risk Free Investment


Knowing your comfort level when it comes to risk is crucial when you’re investing. All investments come with some level of risk because there’s no guarantee how anything will perform. You need to make decisions that could either turn out great or cause grief.




Ways to Reduce Your IHT Bill


Even if you don’t think you have a sizable amount of wealth worthy of passing down, chances are you might still be liable for Inheritance Tax (IHT). This is payable on death, or it can sometimes be charged when certain assets are given away while you’re still alive. Here are a few ways to help […]




Life Insurance for Over 50s


It’s never too late to ensure your family is taken care of after you pass. If you’re unsure what options will be available to you if you choose to take out a policy later in life, there’s no need. Over 50s life insurance policies might just be the thing you’re looking for.




Affordable Life Insurance


The coronavirus outbreak in 2020 highlighted the importance of wealth protection policies, namely Life Insurance – for many people it sparked an increased interest in obtaining coverage.  The financial strain caused by the pandemic might mean you need to figure out your priorities, but it’s important to remember that you can find coverage for any […]




Time to Rethink Life Insurance


More and more people discovered the benefits of life insurance in the last year and while the trend of people securing coverage en masse might not be here to stay, insurance companies want to make sure that’s not the case.




Does Your Business Need Protection Insurance Too?


We have covered the various types of personal wealth protection policies available and the benefits of each, but did you know that you can also protect your business in the same way?




Tax Update: ISAs and Pensions – 1 Month to Utilise Allowances


April 5, the end of the 2020/21 tax year is swiftly approaching. With just about one month left, now is the time to ensure you’re taking advantage of the annual relief schemes and exploring all possible avenues to help you save on tax.




Protection Spotlight Series – Preserving Your Wealth With Estate Planning and Wills


If you have family or loved ones who depend on you financially, the sensible and responsible thing to do is to have a solid estate plan that preserves and protects your hard-earned wealth and ensures that your wishes are honoured posthumously.




Meet the Advisers

With over 20 years experience our advisors can help you meet your business and personal goals.


Who we Help

All our clients are doctors and dentists, just like you. As specialists we know your industry inside out.


Info & News

Make this the place you visit to keep up to speed with financial news for your sector.


Contact Us

Wherever you are in the UK we can help you build and protect your wealth.

Get Connected

to our specialist team

Tel: 01403 780 770
Email: info@dentalandmedical.com

Keep Updated

Simply register your name and email below and receive our updates direct to your inbox

Dental & Medical Financial Services News Updates

Just for doctors and dentists

Read more news

COOKIE POLICY | PRIVACY POLICY | DISCLAIMER


Dental and Medical Financial Services is an appointed representative of Best Practice IFA Group Limited, which is authorised and regulated by the Financial Conduct Authority. Company registered in England no. 9158580 Registered office: 1 Market Square, Horsham, West Sussex, RH12 1EU

© 2014 Dental & medical Financial Services. All rights reserved. Website design by Goldmine Media.