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Building and protecting your wealth

What are your Plans for 2020?

It’s hard to believe that September has already arrived. Just around the corner awaits cooler weather, autumnal activities, and holiday festivities. 2020 will sneak up on you before you know it! Before you get caught up in the last few months of 2019, take some time to look ahead and plan for the new year.
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Property Price Update – September 2019

Monitoring the housing market is very important for many, particularly those doctors and dentists who are looking to purchase their first home or who are investing in buy-to-let properties. Our monthly Property Price Update gives you a summary of what the experts are saying. Read more »


TAX TIP TUESDAY: Boris Johnson May Switch SDLT to Seller – What Are the Implications?

Our 5-minute read – Tax Tips – for UK doctors and dentists will help you save tax, get organised with your tax affairs and make sure you meet important deadlines with ease. Read more »


MORTGAGE MONDAY: Best Rate Mortgages This Week

Would you like to save money on your mortgage? View this week’s Best Rate Mortgages for doctors and dentists, to help you save money on your monthly mortgage payments. Read more »


Ethical Investing – What You Need to Know

Ethical investing is not a new concept; it has been around in its current form for over 30 years but dates back to the 19th century in origin. All it means, however, is that investors are given the opportunity to include their ethical values when making decisions about their investment portfolio.

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TAX TIP TUESDAY: Do You Understand IHT and the Implications? Take the Quiz

Our 5-minute read – Tax Tips – for UK doctors and dentists will help you save tax, get organised with your tax affairs and make sure you meet important deadlines with ease. Read more »


MORTGAGE MONDAY: Best Rate Mortgages This Week

Would you like to save money on your mortgage? View this week’s Best Rate Mortgages for doctors and dentists, to help you save money on your monthly mortgage payments. Read more »


Getting the Best Rate When Switching Mortgages

It seems that 2019 is the year to remortgage. According to UK Finance, there have already been 119,000 borrowers who have changed lenders for a better mortgage deal halfway through the year, with the trend expected to continue in the latter half.
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Why Bigger Picture Financial Planning is Vital for Success

The professional life of dental and medical professionals can be hectic and demanding. On top of that, you have other monetary demands like bills, living costs, holidays, and every day treats to consider. Then there is also financial planning.
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What Do You Want to Protect The Most? Your Loved Ones of Course!

A cornerstone of financial planning should be ensuring that you can generate an income for your family and loved ones in the event of a serious illness, injury or untimely death. If your family is dependent on you financially, it just makes sense that you have a safety net and plan in place to cover expenses while you recover, or in the event of your passing.
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COOKIE POLICY | PRIVACY POLICY | DISCLAIMER


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