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Building and protecting your wealth

Top 5 Questions Doctors are Asking Us about the Annual Allowance Issue

Understanding the pension annual allowance and how it can affect you can be overwhelming. We regularly have doctors contacting us for help on the allowance and how it relates to the NHS pension scheme. Here, our expert answers your questions. Read more »


Equity Release Continues to Be Popular with 8% Rise in Q3

Many medical and dental professionals slog through their working careers to save up enough in their pension funds to live comfortably and enjoy retirement. Alternatively, your money might be tied up in your property. If you find that you need extra cash to pay debts or for a big expense, equity release could be your option to provide some financial security for you in later life. Read more »


Lazy Homeowners Pay on Average £400 Per Year Too Much on Their Mortgage

Taking out a mortgage is a lifelong milestone for some people. Getting the keys to your property, knowing it’s all yours for the foreseeable future can be exhilarating. Did you know that you could save on average £400 a year simply by getting a mortgage review? Read more »


TAX TIP TUESDAY: CGT on Property Sales to Be Due Sooner From April 2020

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. Read more »


MORTGAGE MONDAY: Best Rate Mortgages This Week

Would you like to save money on your mortgage? View this week’s Best Rate Mortgages for doctors and dentists, to help you save money on your monthly mortgage payments. Read more »


Property Price Update – November 2019

Monitoring the housing market is very important for many, particularly those doctors and dentists who are looking to purchase their first home or who are investing in buy-to-let properties. Our monthly Property Price Update gives you a summary of what the experts are saying. Read more »


Getting the Right Life Insurance Cover with Diabetes Can Be Difficult – What is Available?

Taking out Life insurance is an easy option for some people, but for those with a chronic, life-long condition like diabetes, it can be a lot harder to find a provider willing to cover you or any further complications related to your condition.
Read more »


MORTGAGE MONDAY: Best Rate Mortgages This Week

Would you like to save money on your mortgage? View this week’s Best Rate Mortgages for doctors and dentists, to help you save money on your monthly mortgage payments. Read more »


TAKE THE OPPORTUNITY: Ask a specialist financial expert anything

We are offering to schedule a number of calls per week for any medical, dental and other professionals to speak to a specialist financial adviser about their finances, loans, tax and general financial planning needs. Spaces are limited so don’t delay. Read more »


TAX TIP TUESDAY: IHT – Timing on a Financial Gift Can Have an Implication on Tax Charged

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. Read more »



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