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Posts Tagged ‘pension planning’

TAX TIP TUESDAY: 7 tax and pension changes from the Autumn Budget Statement

Our five minute read, Tax Tips for UK doctors and dentists will help you save tax, get you organised with your tax affairs and make you feel at ease that everything is taken care of.

FRIDAY FAQ: I have an NHS pension, why would I need a private one?

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

Pension awareness – it pays off 

Newly qualified doctors and dentists who have recently started their careers are reporting that they are struggling to save into a pension. It is not that they don’t recognise the importance of investing into a pension, it is that they have more pressing needs. They feel they need to focus on shorter term needs, such […]

Flexible use of your pension 

Retirement is an exciting time. It gives you the opportunity to spend more time with your family and friends, or to tick things off your bucket list. Deciding to take retirement takes careful planning. The Pensions Freedom Act 2015, gave people greater flexibility on how they can access their pension pots. This greater flexibility also came […]

£1500 Pension Advice Allowance Now Available

In efforts to make financial advice available to everyone, the government have introduced a new initiative, in the form of a £1500 allowance that can be drawn from your pension fund to cover costs relating to professional advice. These withdrawals are tax-free and can be taken in three instalments of £500.

FRIDAY FEATURE: Should You Put Your Practice Property In a Pension?

Tax Planning for Doctors & Dentists This month Michael Lansdell, from Lansdell & Rose Chartered Accountants, talks about how it could be beneficial for you to put your practice property in a pension. It is a complex area of tax planning, that requires specific advice.

Annuity or Drawdown? Which Pension Investment is Best For You?

Pension freedoms have enabled pensioners to feel more in control of their retirement plan, including when they draw their pension savings and how they spend it. This change to legislation meant thousands of people now opt to draw money at age 55, either for reinvestment, to pay-down mortgages or to enjoy a little when they […]

What if You Happen to Live Too Long?

Now there is a strange thought…live too long? Well, when it comes to retirement planning it is a very real question. What if you are basing your retirement plan on the average life expectancy with little to no room for contingency? Even exceeding your expectations by a few years could leave you financially stuck, at […]

TAX TIP TUESDAY – Save Tax and Boost your Family Pension Fund by Contributing for Non-Earning Family

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 – in fact, you can read it whilst you drink your afternoon coffee!

Could your Retirement Plans be Ruined by Rock Bottom Interest Rates?

Are you preparing enough? Retirement planning has never been more important, for everyone.  A lack of financial planning from the baby boomer generation is resulting in a serious shortfall, for their own retirement and for wealth to pass down. With life expectancy increasing & low returns on investments, is your wealth going to disappear too soon?

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