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Author archives: Max Spurgeon

About Max Spurgeon

Max is a Director at Legal & Medical Investments and a reputable financial planning consultant to doctors and dentists in the Midlands. He has been a guest speaker at medical and dental events throughout the country. Well known for his colourful presentations, he brings light to subjects that can often be perceived as being somewhat vanilla!

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Deldays in the Remedial pension saving statements

Delays to the Remedial Pension Saving Statements

16th May 2025

The government has announced delays in the rollout of the Remedial Pension Savings Statements (RPSS) to those affected, citing the…

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Closing down a limited company

Tax rule changes for those with Limited Companies

6th May 2025

Many of our clients operate their own Limited Companies for private medical practice, locum work, or out-of-hours services. As with…

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Tax-efficient ways to support your children's financial future

Smart Ways to Support Your Children’s Financial Future

7th April 2025

How can we help the ‘Boomerang Generation’ become financially independent, step out on their own and possibly gain some attractive…

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NHSPS remedial pension savings statement errors have been identified.

Latest Update on Annual Allowance Statements

5th December 2024

The NHS Pensions Agency has identified errors with a portion of the Remedial Pension Saving Statements (RPSS) issued to date….

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Will you benefit from the pension contribution changes?

NHS pension contribution rates are changing – is it good news?

15th March 2024

Back in 2022, the Department of Health and Social Care proposed changes to the contribution levels for the NHS pension…

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NHS cost claim back scheme

Claim money back from the NHS for professional advice due to McCloud remedy

5th March 2024

The NHS has introduced the Cost Claim Back Scheme to provide relief for members directly impacted by the McCloud remedy….

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Tax changes to your NHS pension scheme 2024

NHS pension scheme tax updates 2024

18th January 2024

We are working on a series of articles to keep you informed about the latest news regarding the NHS pension…

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10 proposed changes the NHS pension scheme regulations

McCloud Remedy update: 10 proposed changes to NHSPS regulations

5th October 2023

In response to the government consultation on the proposed McCloud Remedy, new details have been released. This government announcement is…

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