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Posts Tagged ‘inheritance tax planning’


FRIDAY FEATURE: How best to sell my property portfolio for tax


As a medical or dentistry professional, you may have invested some of your money into a property portfolio. This week’s Friday Feature focusses on the most tax efficient way to sell some or all the properties that are held in the portfolio.




Estate planning isn’t optional these days 


Planning what happens after our death is often the one task that we “put off for another day’. Unfortunately, things can happen and that ‘another day’ may never come. If this situation becomes a reality and you have not planned your estate sufficiently, it inevitably is left to your family to sort. This can be a […]




TAX TIP TUESDAY: Inheritance Tax Matters


Want to save tax this year? Read this week’s short Tax Tip, tailored for UK doctors and dentists to help you save money and get more organised with your tax affairs. Take 5 minutes to have a read.




Equity Release is popular for retirement planning


With life expectancy increasing, people are becoming more conscious of their retirement and how they can ensure they have enough funds to see them through comfortably in their later life. Particularly now if retirees live longer than they expect, they can be left with little left in the pot to cover any care they may […]




3 Tax Misunderstandings About Property Investment


The idea of being a property investor excites a wide range of people, whether that is property investment on a full time scale or just something to prop-up the retirement plan. After all, property investment can be a lucrative way to end up with a mortgage-free property to then reap the future benefits of sale […]




TAX TIP TUESDAY: A bit about the new “death tax”


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 – take 5 minutes to have a read.




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 […]




TAX TIP TUESDAY: When Did You Last Get a Full Tax Review?


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 – take 5 minutes to have a read.




TAX TIP TUESDAY – Gift your Main Residence for IHT Planning


It’s Tuesday! The perfect day to talk Tax. Read this week’s short Tax snippet for doctors, dentists & landlords, 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 morning coffee!




Lifetime ISAs – could benefit the over forties too


To reduce your Inheritance Tax The LISA is only available to open if you are under forty years old. However, if you are over forty and have children over 18+, there could be a way for this new savings account to help you reduce your IHT bill, whilst giving your adult kids a helping hand to save for […]




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