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Posts Tagged ‘ISAs’


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.




News Update: Q3 Tax Planning Tips


October marks the start of Quarter 3 in the tax year. Here are some tax considerations relevant for this time of year.




News Update: Are You Saving More than Ever Before in Lockdown?


Despite many people struggling and experiencing financial strain due COVID-19, there are also those who are fortunate enough to still be working have actually been able to save money over the past few months.




5 Vital Things for Investors to Hold On To in Tough Times


Investing is always a game of risk versus reward. But in challenging times, the balance is often shifted — risk always seems to be more predominant. However, savvy investors know that to reap the rewards, they often need to sit tight. Here are five things to remember during tough times.




Important Life Admin For Lockdown – from Wills to Tax and Money Saving Solutions


There’s no doubt about it – lockdown has been tough. Filling your downtime might be a little harder, so let’s do something productive! Here are a few things you can do to ensure your finances are in order.




How Can We Help? Consultations at a Time to Suit You


Even without a global health crisis, dental and medical professionals normally have hectic schedules. Managing finances is important, but realistically, when do you have the time to educate yourself on topics like mortgages, tax planning, savings and investments, and wealth protection?




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 […]




Maximising your ISA and Pension Allowances – Time is Ticking


The end of the tax year is swiftly approaching on 5 April. With less than a month left in the 2019/20 tax year, and annual relief allowances to consider, now is the time to ensure you’re taking advantage of all possible avenues to help save on tax.




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 […]




What Should Be Top Priority for Your Finances in 2020 (From the Experts at DMFS)


Every financial decision you make now has an impact on your financial health in the future. Don’t leave financial planning to the last minute – be prepared to hit the ground running in 2020 with these top tips from our experts to help you achieve your goals next year.




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