Tel: 01403 780 770

Building and protecting your wealth

To discuss your options, contact Dental & Medical Financial Services

TAXATION & TRUSTS

When your money is at stake, it's important to speak to independent financial advisers that you can trust

Managing your money can be a complex and daunting business. There's a lot of financial jargon to understand, and the consequences of making a mistake can be serious. At Dental & Medical Financial Services, we have the team to assist you with your tax and trust requirements, and we can help you choose appropriate trusts designed to protect your assets and give your family lasting benefits in an uncertain world.

For doctors and dentists, we can offer a range of tax, trust and financial planning services delivered by professionals with long-standing experience and expertise. Our emphasis is on providing value and ensuring the best options are made aware to you and followed though with, helping you to plan and implement changes in your life.

Have you put your life assurance policies into an appropriate trust?

Putting your life assurance policies into an appropriate trust makes sure that the money paid out goes to the people you want to benefit from it
When an appropriate trust is set up, you list all the people you want to share the money from the trust
You can even indicate what proportion of the money you would like each individual to receive


At Dental & Medical Financial Services, we understand in detail how the tax system operates, and we take tax planning into account in all the financial work we do. We will also work in conjunction with accountants to ensure tax is always being considered and tax breaks maximised.

We aim to maximise tax reliefs on the financial planning we carry out for all our clients. Please contact us today to find out more
Taxation & Trusts

Tax Planning
Trust Planning



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Dental and Medical Financial Services Limited is an appointed representative of Best Practice IFA Group Limited, which is authorised and regulated by the Financial Conduct Authority. Company registered in England no. 9158580 Registered office: 1 Market Square, Horsham, West Sussex, RH12 1EU

The Financial Ombudsman Service (FOS) is available to sort out individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit us at www.financial-ombudsman.org.uk.

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