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Posts Tagged ‘family finances’

FRIDAY FEATURE: Add your children as shareholders to save tax

If you are a Doctor or Dentist that operates via their own private limited company you will probably be listed as the Director of that company and thus withdraw most of your income via dividends. It may be possible to spread these dividend payments amongst family members by adding your children as shareholders.

Spring Clean your Finances this Month

The notion of spring cleaning is waning these days, however instinctively spring is a season of action. After hibernating, or being less forthcoming in winter, spring gives the sense of new opportunities. There are several reasons why the month of May is the best time to give your finances a proverbial “spring clean”, ensuring you […]

7 Financial Traps And How Best to Avoid Them

As a busy doctor or dentist it is understandable that keeping on top of financial matters often gets left at the sideline. If your finances are organised, you have no debts, a solid retirement plan and measures to protect your wealth, then you are off to a good start. However, typically most people don’t maximise their […]

FRIDAY FEATURE: Reducing your Inheritance Tax Bill

Inheritance Tax (IHT) is a cost that almost all doctors and dentists are conscious of reducing. It is important, understandably, to want to pass on as much wealth to your family and to not see thousands of pounds disappear to the tax man. There are the traditional ways to reduce your IHT. Here we also […]

Claim Tax Relief on Your Life Insurance Premiums

With Relevant Life insurance If you are paying a life insurance from your personal funds, but also have a limited company, then this information is likely be of high value to you. Directors of limited companies are able to save up to 52% on their life insurance premiums by switching to a Relevant Life insurance […]

TAX TIP TUESDAY: Use Junior ISA’s for Tax-Free Savings

It’s Tuesday! Let’s talk Tax. Read this week’s short Tax snippet for doctors & dentists, to help you save money and get more organised with your tax affairs. It’s just to give you a flavour – tax 5 minutes out of your evening to have a read.

TAX TIP TUESDAY – Save Tax and Boost your Family Pension Fund by Contributing for Non-Earning Family

It’s Tuesday! Let’s talk Tax. Read this week’s short Tax snippet for doctors & dentists, to help you save money and get more organised with your tax affairs. It’s just to give you a flavour – in fact, you can read it whilst you drink your afternoon coffee!

How Best to Plan for Rising University Costs

Through Structured Savings The cost of attending university in the UK has risen exponentially in the last decade. Ten years ago, the average cost was c£3k, compared to now it’s close to £45k! That’s a 15-fold increase. As parents it is natural to want the best for your children. How can you contribute whilst ensuring your […]

7 financial tips for starting a family

Planning for change Starting a family inevitably means changes to your finances. With more mouths to feed and new priorities, it is likely your money will need to be distributed differently. Saying this though, it doesn’t have to be a concern and planning ahead helps to ensure you are starting off your family life in […]

10 life-long financial planning tips

That never go out of fashion Every year, an array of new financial products come to the market, aimed to help you reduce tax, earn more from your investments or to retire with more money under the mattress. On the other hand though, there are the good-old fashioned basics of financial planning, that don’t come and […]

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