Lump Sum Investments for Medics & Dentists

Investing a lump sum is a popular choice for doctors and dentists who wish to find a long-term home for money they have accumulated on deposit.

Lump sum investing and regularly investing do not need to be mutually exclusive. It may be that a two-pronged approach is the most appropriate for you, your objectives, attitude to risk and individual circumstances.

Reasons for Investing a Lump Sum

As with regular investments, there are many reasons why you would want to make a lump sum investment.

You might want to top up your pension to maximise your annual tax allowance. Or, you could have a set amount of money you want to put away in a high interest earning investment product for a fixed period of time.

Benefits of Investing a Lump Sum

Investing a lump sum in a more long-term investment product can help increase the potential investment returns, protect your assets against the effects of inflation and increase their real term value.

As well as giving you a wider selection of investment vehicles to choose from, investing a lump sum can shelter your investments in a more tax-efficient environment and potentially offer capital guarantees and/or guaranteed returns.

How much investment return you get will depend on the level of risk you are willing to take.

Investment Advice from Legal & Medical

To find out about the various options available for lump sum investments and how Legal & Medical can help you choose the right investment product(s) for you, contact us today or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it

The Financial Services Authority do not regulate offshore investments. The tax reliefs referred to throughout this website are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change. The value of any tax relief available will depend upon the individual circumstances of the taxpayer.