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Posts Tagged ‘investment planning’


Successful People Still Make These Financial Mistakes


We’re all working towards many of the same financial goals, such as wealth preservation and protection. High-income earners tend to have an easier time building and maintaining that wealth, with more options for investing and accessing funds that allow you to save and live as comfortably as you wish.




TAX TIP TUESDAY: Q3 Tax Planning Tips


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.




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.




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.




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.




Supercharge Your Retirement Fund With This One Financial Move


Everyone in the working world is labouring toward a common goal: retirement. But not everyone is equally prepared financially to stop working. Some are relying solely on pensions while others are banking on property. The good news is there’s a way to supercharge your retirement savings so you can relax and spending time with your […]




One in Four Landlords Plan to Sell in Next Year. What Are Alternative Investments?


According to the Residential Landlords Association, a study of approximately 2,500 landlords revealed that a quarter of private landlords are considering selling at least one of their properties within the next year.




Stop Saving and Start Investing If You Want a 750k Retirement Fund


People often refer to saving as investing in the future, but it’s important to understand the distinction between these two terms since at their core, they have very different meanings.




Add £40k a Year To Your Pension by Downsizing Your Home


People are finding more and more unconventional ways to fund their retirement. One of the more obvious answers that many are turning to is quite literally all around you – your home.




The Interest Rate in 2019 – What is on the Horizon?


At the end of last year, industry experts weighed in on what they thought would happen to interest rates in 2019. It was obviously a tough forecast to make with Brexit looming, and predictions were mixed.




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