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Posts Tagged ‘practice owners’


The Financial Journey of a Medical Professional – from Graduation to Retirement


From graduation to retirement, your financial situation will continually evolve. Whether you’re focused on reducing debt, saving for a home, or maybe even building an investment portfolio, your priorities fresh out of university won’t be the same as when you’re an established professional with years of experience under your belt.




Reducing Rejected Claims for Life and Income Protection Policies


It’s something you don’t really consider as a possibility when securing insurance coverage: that your claim could actually be denied. Even though it does happen, there are usually explanations given for why and, of course, there are things you can do to ensure any claim you do submit to your insurance company is paid without […]




9 Common Mistakes in DIY Will Writing


It’s important to have a complete and up to date will. During the pandemic, it seems many people realised that fact, with research showing an increase in will writing over recent months.




How Advice Can Help Protect Your Home and Finances


Independent financial advisers are your secret weapon in your financial quest. Advice from your adviser can prove invaluable, and as professionals, they can ask the right questions and think of all the important things that you might not.




How Can We Help? Consultations at a Time to Suit You


Even without a global health crisis, dental and medical professionals normally have hectic schedules. Managing finances is important, but realistically, when do you have the time to educate yourself on topics like mortgages, tax planning, savings and investments, and wealth protection?




March Budget – Key Points for Doctors and Dentists


Leading up to the budget announcement on 11 March, speculation about what exactly would be included was rife. Now the wait is over, and the chancellor has described the budget as the “largest sustained fiscal boost for nearly 30 years”. Here are the key points for doctors and dentists.




Will the Budget Bring Good News for the NHS Pension Crisis?


Since its introduction in 2016, the tapered annual allowance has become a huge issue within the dental and medical industries. In order to avoid hefty tax bills and actually get a higher pension, many healthcare professionals have had to cut back on work, depriving the public of knowledgeable and experienced experts and contributing to rising […]




Maximising your ISA and Pension Allowances – Time is Ticking


The end of the tax year is swiftly approaching on 5 April. With less than a month left in the 2019/20 tax year, and annual relief allowances to consider, now is the time to ensure you’re taking advantage of all possible avenues to help save on tax.




Estate Planning Is Not Optional For Doctors and Dentists


Estate planning is no longer optional for doctors and dentists — it’s become an essential part of a financial plan. The main goal behind building a solid estate plan is to provide peace of mind for your family’s future – ensuring you’ve saved enough for retirement and to provide for your family after you’re gone. […]




Planning to Downsize in 2020? Read These Tips


At some point in many people’s lives, the discussion of whether or not to downsize comes up. If your children have moved out and you’re left with an oversized house for the two of you, then as an empty-nester downsizing may be an option for you.




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