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Posts Tagged ‘pension planning’


The Benefits of a Long-Term Relationship with a Trusted IFA


While you might want to seek out financial advice for specific goals, the advantages of an ongoing relationship with a financial adviser are plentiful. Recent research has revealed that regular contact with an adviser gives you an even bigger boost, not only to your finances but to your wellbeing too.




News Update: Waiting for your Annual Allowance Bill?


If you’re still waiting to be sent your Annual Allowance bill for 2019/20, unfortunately, you might not receive it at all. This means you’ll need to calculate it yourself to determine if you will have an annual allowance charge, and alert HMRC if you do. Here are things to keep in mind when dealing with […]




Aligning Your Finances for 2021 in a New Landscape


One thing we can all agree on this year is that 2020 is one for the record books. The coronavirus pandemic swept the globe and even with vaccines, the effects will be felt for a long time. While the government has tried to assist as much as they can, there’s no doubt that planning your […]




Keeping Track of Your NHS Pension


It might seem a herculean task to keep track of your pension on top of everything else you deal with as a busy dental or medical professional. Especially at the moment, with further lockdowns due to COVID, it’s probably just another thing to handle. But it doesn’t need to be that difficult!




The Rising Cost of Funding and What to Do


Buying a home, especially if it’s your first home, is an important purchase. But getting on the property ladder or even upgrading to a bigger home can also be a daunting prospect. Coming up with the funds to cover a deposit has become increasingly difficult but there are things you can do to make the […]




NHS Pensions: Have You Received Your NHS Pension Statement?


If you are employed by the NHS, then you will have recently received your Pensions Savings Statement for the 2019/20 tax year. Now you might be wondering about special arrangements that apply for you in relation to your annual allowance charges. Let’s explore the options.




Our Advice Has Changed Lives


  Working with a financial adviser can be beneficial to all aspects of your life, and good financial advice will help you feel confident in your future – which can change your life.




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.




Tax Windfall and GP Partner Cost Increase with NHS Pension Changes


With the 2015 NHS Pension scheme, doctors under the age of 50 were denied benefits offered to those closer to retirement age. Last year, the Supreme Court ruled that these changes to some public sector pension plans were unlawful and now the government is working on ways to resolve the discrimination created from the changes.




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