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Building and protecting your wealth

‘Money’ Archive


Challenging Times Make for Prosperous Futures


In times of struggle, we can crumble and fall, or we can get back up, stronger than ever. We’re currently in the middle of a global health crisis with far-reaching consequences. This pandemic will define us, there’s no doubt about that. But what do you want to learn from it and how can you turn […]




Did You Forget About LISA? The Only Option for First Time Buyers Left


After the discontinuation of the Help to Buy ISA last year, the Lifetime ISA is now the only ISA option available for first-time buyers. If you were able to start a Help to Buy ISA before the cutoff, then you can contribute up to £200 a month and you have until 1 December 2030 to […]




Financially Assisting Your Children to Leave Home in 2020


One of the benefits of being a successful dental or medical professional is being able to support your family. Nowadays, with the rise of the ‘Boomerang Generation’, parents are finding they’re supporting their children longer than they might have anticipated, well into their 20s and 30s in fact, either leaving the nest much later, or […]




The March Budget – What to Expect


The long-awaited budget will be delivered by the new Chancellor Rishi Sunak as expected on 11 March 2020. Since it’s the first budget under a new Chancellor, a new Prime Minister, and the first one as a non-EU state in over forty years, it’s shaping up to be an interesting event.




How the Government’s Upcoming Budget Will Affect Your Tax and Financial Planning


With a relatively newly formed government in power, what can be expected from them, other than ‘getting Brexit done’? What changes could be in store for you and your financial plan after the March budget announcement?




5 Reasons to Review Your Finances First Thing in the New Year


How do you know where you want your finances to end up, and what you want to achieve if you don’t know where they currently stand? Neglecting to regularly review your finances can leave you floundering at the end of the year.




Equity Release Continues to Be Popular with 8% Rise in Q3


Many medical and dental professionals slog through their working careers to save up enough in their pension funds to live comfortably and enjoy retirement. Alternatively, your money might be tied up in your property. If you find that you need extra cash to pay debts or for a big expense, equity release could be your […]




Financial Stress and How to Get Yourself Out of the Mess


As doctors and dental practice owners, your job is to focus on the health of your patients, but what about your own health? You work hard trying to keep both your practice and your family afloat, but it can be a heavy burden to bear both financially and mentally.




Dental & Medical Students – Which Bank Should You Count on at University?


Attending university is an exciting opportunity to learn and grow. While you should be absorbing information about your intended field and having fun, living away from home or even just getting some independence from mum and dad also comes with new responsibilities. One of those for many university students is opening up their own bank […]




Funding Long Term Care with Equity in Your Home


It’s something that most people don’t really want to think about, but something your financial adviser will strongly suggest you take into consideration when building your retirement plan: long-term care.




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