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Posts Tagged ‘retirement planning’


News Update: COVID-19 Pension Scams – Don’t Fall Prey!


It shouldn’t come as a surprise that during times of crisis, there are always people who will try to take advantage of the vulnerable. In response to those trying to capitalise on the fear and anxiety of those during the pandemic, regulatory bodies have stepped up to alert consumers about what to watch for and […]




How Does the COVID-19 Pandemic Affect Your Retirement Plan?


Experts are predicting that we’ll be feeling the economic impact of the coronavirus outbreak for years to come. In particular, those in their prime working years with pensions invested in the stock market will feel their retirement plans greatly affected.




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.




Key Points for the 20/21 Tax Year


Each new tax year brings new sets of rules and allowances to keep in mind when planning your finances. The 2020/21 tax year is no different. Here’s an update of key points to keep in mind this year.




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?




Will the Budget Bring Good News for the NHS Pension Crisis?


Since its introduction in 2016, the tapered annual allowance has become a huge issue within the dental and medical industries. In order to avoid hefty tax bills and actually get a higher pension, many healthcare professionals have had to cut back on work, depriving the public of knowledgeable and experienced experts and contributing to rising […]




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 […]




Financial Considerations if you Live Longer than Expected


Life expectancy has been on the rise for decades and even though, in recent years, the statistics have remained quite static, thanks to ever-improving healthcare and technology, we can continue to expect it to increase. When planning for retirement, don’t forget to take into account the possibility that you might live longer than you expect […]




Estate Planning Is Not Optional For Doctors and Dentists


Estate planning is no longer optional for doctors and dentists — it’s become an essential part of a financial plan. The main goal behind building a solid estate plan is to provide peace of mind for your family’s future – ensuring you’ve saved enough for retirement and to provide for your family after you’re gone. […]




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