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.
This article does not constitute advice. Professional advice should be taken prior to acting on any part of it. The Financial Conduct Authority does not regulate tax advice.
At Dental & Medical Financial Services, we specialise in providing our professional clients with financial services and solutions catered to their individual needs. To do this, we look at the entire picture – your savings and investments, mortgages and other loans, and of course we take into account your tax affairs as part of the recommendations.
As part of our dedication to a full range of offerings, we’ve developed literature for the most sought after topics. Today, we’re proud to present a series of free downloadable tax guides for you to use in conjunction with our services.
Guide to Inheritance Tax
When we die, we hope that we can pass on our assets to our loved ones so that they can benefit from them. In order for them to benefit fully from your assets, it is important to consider the impact of Inheritance Tax.
2018/19 Tax Year Planning
Now that we’ve entered the 2018/19 tax year, a number of key changes have taken place to existing policies, along with some newly introduced initiatives. It’s important to consider these tax implications when making financial decisions.
Year End Planning
It’s important to take the time to give your finances a year-end check-up. We developed this guide for the 2017/18 tax year that ended on 5 April 2018, with the new tax year beginning the following day. These dates are similar each year and are important for financial planning, so make sure that you don’t miss the chance to make the most of valuable tax efficiencies and allowances.
Dental and medical professionals that enlist our services can rest assured that our goal is always to help build and grow their wealth, save tax, and have a solid retirement plan.