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Posts Tagged ‘financial planning’


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.




Reminder: 31 July Deadline for NHS Pension Holders


The end of the month – 31st July – marks an important deadline for many NHS pension holders, especially those that have been affected by the tapered annual allowance limitations that recently came into effect.




Nine out of Ten Doctors Who Breached Pension Allowance Are Receiving Professional Help


Nearly three-quarters (73%) of financial advisors have reported to Prudential Research firm that their clients have been impacted by the introduction of the tapered annual allowance. In fact, in the first year it was introduced, reports of annual allowance breaches doubled – that’s a lot of people who could have benefitted from a little help.




TAX TIP TUESDAY: 5 Key Facts for The 19/20 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.




What It Means to Preserve Your Wealth as a UK Healthcare Professional


Wealth and income protection and preservation are among the most important aspects of financial planning – ensuring your years of hard work, saving, and investing don’t go to waste.




One in Four Landlords Plan to Sell in Next Year. What Are Alternative Investments?


According to the Residential Landlords Association, a study of approximately 2,500 landlords revealed that a quarter of private landlords are considering selling at least one of their properties within the next year.




Stop Saving and Start Investing If You Want a 750k Retirement Fund


People often refer to saving as investing in the future, but it’s important to understand the distinction between these two terms since at their core, they have very different meanings.




BMA and Doctors Work Together to Challenge Persisting Pension Problem


One of the unintended consequences of the introduction of the tapered annual allowance is that high-earning dental and medical professionals have been reducing their hours (and some even cutting down their work to part-time) in order to avoid hefty tax bills.




Is There a Solution to the Tapered Allowance Headache?


The tapered annual allowance has become such an issue with dental and medical professionals since its introduction in 2016 that the British Medical Association has approached NHS employers with the ask that they propose new solutions to the pension issues their members are facing and put forth a reform of the current pension tax laws.




Add £40k a Year To Your Pension by Downsizing Your Home


People are finding more and more unconventional ways to fund their retirement. One of the more obvious answers that many are turning to is quite literally all around you – your home.




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