Tel: 01403 780 770

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 […]

Savings-savvy doctors and dentists will likely already know about the annual £20,000 Individual Savings Accounts (ISA) allowance every individual has. Plus, that the deadline to contribute the full amount into your ISA is 5 April. They will also know that ISAs have become a fundamental component of financial planning since there are numerous benefits.

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

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

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

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 […]

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 […]

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 […]

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?

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 […]