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Posts Tagged ‘family finances’

TAX TIP TUESDAY: Inheritance Tax 7-Year Rule For Gifts May Soon Be 5-Years

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.

You Dont Have to Be Rich To Protect Your Income, Your Health and Your Wealth

It’s imperative to understand supplemental coverage available to help you and your family make it through tough times in case anything were to happen to you and working wasn’t an option, even just for a short time. There are three primary avenues to explore for protection — Life Cover, Critical Illness Cover, and Income Protection.

Equity Release is Becoming Highly Popular Retirement Choice

Equity Release has become a popular choice for people in need of a little extra help to fund their retirement. With longer life expectancies, the rising cost of retirement, and increasing levels of debt, people over the age of 55 need a way to access extra cash to support their desired lifestyles and a quick […]

The Magic Number for Your Retirement Plan is…

When it comes to retirement, there are many numbers to consider.  What is your magic number?

FRIDAY Five: 5 Financial Tips for Mothers and Mums to be

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

TAX TIP TUESDAY: Do you understand Stamp Duty?

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.

No income protection. What is your risk?

Income Protection is a long-term insurance policy that provides peace of mind to an individual if they find themselves unable to work due to illness or injury. These policies offer coverage during a stressful time and allow you to continue to receive a steady flow of cash while you’re off work.

How Much Money do You Need to Retire?

It often feels like retirement is something many people dream of from the moment they start working. What some struggle with is exactly how much they need to save and the best way to go about doing so to enjoy the lifestyle they want during retirement.

Change the Record and Stop Repeating the Same Money Mistakes

Comfort breeds complacency, as the old adage goes. You might be stuck in your money management ways without any clue about how to change, or maybe you’re not even aware that you’re making any financial blunders. It’s always best practice to evaluate the state of your affairs and change what needs to be changed, especially […]

How Can I Ensure my Home Goes to my Children?

Blended families, a la The Brady Bunch, are fast becoming as atypical as the so-called nuclear family. The complications from this type of family apparently transcend the mortal plane because once one parent dies, there are often questions about estates and inheritance that need addressing. How can you ensure that a home in your name […]

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