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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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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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Latest annual allowance information for tax year 2022/23

Latest annual allowance update for the 2022/23 tax year

5th September 2023

As mentioned in previous articles, the NHS is not providing annual allowance data for the 2022/23 tax year. At the…

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Good new for doctors and dentists NHS pensions

Good news for doctors and dentists NHS pensions

16th March 2023

A lot of this year’s budget news managed to find its way into the mainstream media before its announcements, so…

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