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Building and protecting your wealth

‘Financial planning’ Archive


Business Loan Protection – What is it and Why is it Needed?


Business loan protection is a type of insurance specifically for businesses to help them settle any outstanding debts should one of the owners, partners, or directors pass away. It’s available to both large and small companies and has helped many during tough times. With no real end in sight to the coronavirus pandemic, business owners […]




Our Advice Has Changed Lives


  Working with a financial adviser can be beneficial to all aspects of your life, and good financial advice will help you feel confident in your future – which can change your life.




Tax Update: Alternative Minimum Tax – What it Would Mean for UK taxpayers?


In an attempt to recoup funds sorely needed after the country was ravaged by coronavirus, the Chancellor is considering new ways to gain potential missing income from the UK’s top earners.




10 Tips to Achieve Your Financial Goals


Your financial goals will constantly change throughout your lifetime. Your priorities will shift, so your financial strategy will need to adapt. Here are 10 tips to help you achieve your financial goals, no matter what life stage you are in.




Covid-19 Caused Us All to Think About These Three Financial Factors


There is no doubt that Covid-19 has caused a huge change in all of our lives. Not only in the way we value our health and our family, but also how fragile our financial position can be. The pandemic has spurred many conversations with clients about three key factors, which are now higher up the […]




Financial Planning for Medical Professionals


For thirty years, Dental & Medical Financial Services have been helping medical professionals in all sectors across the UK, to achieve their financial goals and dreams. How are we different?




5 Reasons For and Against Early Retirement


Retirement is a time in life that we generally look forward to and financially plan towards, to ensure that we can enjoy it to the maximum. Early retirement is a common financial goal for doctors and dentists – but it isn’t for everyone. Here are five reasons for and against early retirement.




News Update: SEISS Second Grant Now Open


To assist self-employed businesses in a similar way to the furlough scheme for employees, the SEISS government grant has been extended to October. From 17th August, eligible business owners can now make a claim. What is the criteria for this round?




SDLT Holiday. Who are the Winners?


Recently, the government announced temporary changes to Stamp Duty Land Tax (SDLT). In England and Northern Ireland, the limit will be raised from £125,000 to £500,000 until 31st March 2021. Who could benefit from this SDLT holiday?




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.




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