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Posts Tagged ‘investments’

FRIDAY FAQ: Are ISA’s still worth investing into in 2018?

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

Autumn Budget – what to expect

In case you didn’t know the Autumn Budget is set for 22 November. This will be Philip Hammond’s first Autumn Budget. The budget is a tricky time for any Chancellor, particularly as his own backbenchers can block plans they do not agree with, as what happened with the Class 4 National Insurance Contributions in the Spring […]

Tax efficient investments for your children 

If you are a doctor or dentist who is thinking of gifting money to your children or grandchildren that can be used for future expenses such as university fees or the deposit for their first home, there are differing tax efficient investment strategies available. These tax strategies allow you to take advantage of the child’s personal […]

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?

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 […]

Multi Asset Investment Portfolios Can Suit Uncertain Times

In times of financial, political and economic uncertainty, the natural reaction for most people is not to do anything. The prospects of investment failure or of making a wrong choice regarding a financial decision, may be keeping you static. Even in uncertain times though there are opportunities to be taken; the key is to not […]

Time is Ticking: 6 Weeks to Top Up Your ISA and Save Tax

The primary reason Doctors and Dentists choose to save into an ISA, rather than a regular savings account, is that the interest earned on the investment is completely tax-free. Subsequently, it is tax efficient to invest the maximum you can afford into an ISA, within the allowances given, for the relevant tax year. Find out […]

Introduction to Commercial Property Investment

Commercial property is a popular investment for Doctors and Dentists, often simply investing in the property that their practice operates from. Particularly in light of recent changes to residential property and buy-to-let, some property investors are turning to the commercial sector as an alternative. What does commercial property investment involve?

FRIDAY FEATURE: 3 Ways to Get Your Finances on the Right Track

The new year is a great time to focus on breaking old habits and instilling new ones. It may come as a surprise to you, that over the 25 years plus, that I have been in business, doctors and dentists adopt some of the poorest financial habits, despite their relatively lucrative income streams. How can […]

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