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Posts Tagged ‘financial planning’


The Best Long Term Investment – Property or Stocks?


The best investment portfolio is one that’s diverse, offering you a variety of investments all working hard for you. A question many face is which type of investment will be best for the long-term? A case can be made for both property and stocks, so we’ll present the pros and cons of each. We’ll also […]




FRIDAY FAQ: I’ve paid off the mortgage, what now?


Every Friday we aim to post an answer to a FAQ about mortgages, tax, investments, money matters, business or retirement. You can have your say too. Send an email with your FAQ to info@dentalandmedical.com




Planning to retire this year? Are you prepared?


You may be a doctor a dentist who has reached a certain age or stage in your career and your thoughts are turning to retirement. If so, you may find this article interesting.




The big ‘what if’ question


Many couples who decide that they want to have children are waiting until later in life to do so. Some of the reasons around this involve money matters and certainly once you make the decision to be a parent you have greater financial responsibilities. “What if” something happens to the key household earner?




Why you may need power of attorney 


According to HMRC, a lasting power of attorney (LPA) is a legal document where you the donor, point one or more people (known as attorney’s) to help you make decisions or make decisions on your behalf. Granting power of attorney to someone is something that is often associated with elderly people. However, we could be inflicted […]




FRIDAY FEATURE: Are you investing or keeping your fingers crossed?  


This week, Independent Financial Advisor, Darren, looks at how Investment Plans can help property investors get the most out of their investments now and in the future. Ask yourself the question – are you really “investing”, or just crossing your fingers and hoping for the best?




FRIDAY FEATURE: How to Invest Tax Efficiently in a New Business


If you are in the process of starting a new dental or medical business, it helps to know from the start the best way to structure it for current and future tax efficiency. Also, if you are looking to expand your business these rules apply too – is it more beneficial for tax to use your […]




FRIDAY FEATURE: 3 Reasons to Give Your Finances a Health Check Up


Aren’t you always preaching to your patients the importance or regular health checks, and why structured check-ups mean that problem areas can be detected early, and rectified before they become a major concern? The same applies to your finances. Careful monitoring of your finances is essential to ensure you are not only keeping on track, […]




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 […]




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