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It’s not the most pleasant topic of conversation: what happens to our loved ones once we’re no longer around. But it’s imperative that you have a plan in place to protect them financially should something unexpected happen.

Porting your mortgage means taking your current mortgage deal with you to a different property. Whether you’re upgrading or downsizing, the idea is to keep the same lender, interest rate, loan amount and terms and conditions.

Attending university is an exciting opportunity to learn and grow. While you should be absorbing information about your intended field and having fun, living away from home or even just getting some independence from mum and dad also comes with new responsibilities. One of those for many university students is opening up their own bank […]

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.

Peace of mind for the future of your family is essential, which is why wealth protection and preservation are such an important part of financial planning. It’s surprising, however, how many families aren’t considering how they would fare in the event that they lose their sole source of income.

We’re all working towards many of the same financial goals, such as wealth preservation and protection. High-income earners tend to have an easier time building and maintaining that wealth, with more options for investing and accessing funds that allow you to save and live as comfortably as you wish.

Owning a home is still a top priority for the British public, but many fear it might be an unattainable dream. Purchasing a home requires lots of saving and preparation – sometimes years – in order to be financially ready for the responsibility. That, or some serious assistance from your loved ones.

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.

It’s hard to believe that September has already arrived. Just around the corner awaits cooler weather, autumnal activities, and holiday festivities. 2020 will sneak up on you before you know it! Before you get caught up in the last few months of 2019, take some time to look ahead and plan for the new year.

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.