Tel: 01403 780 770

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.

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.

Only a few short weeks ago, the Department of Health and Social Care released a consultation document with their proposed changes to the NHS Pension Scheme. This has already become old news when a few days ago the Government announced a new consultation which promises even greater flexibility.

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 retirement? Travelling to see the world or visit family and friends? Taking up new hobbies or reigniting interest in old ones? Have plans to learn new skills? Whatever you’ve set your heart on, you’ll need a solid financial plan in place that will help get you where you want to […]

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.

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 […]

Even though financial advisors have been vocal about the complexity of the tapered annual allowance calculations, it seems that HM Revenue and Customs cannot understand why taxpayers are confused regarding the rules and regulations surrounding the legislation.

The end of the month – 31st July – marks an important deadline for many NHS pension holders, especially those that have been affected by the tapered annual allowance limitations that recently came into effect.

Nearly three-quarters (73%) of financial advisors have reported to Prudential Research firm that their clients have been impacted by the introduction of the tapered annual allowance. In fact, in the first year it was introduced, reports of annual allowance breaches doubled – that’s a lot of people who could have benefitted from a little help.