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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!

Understand the tax penalty before you fear LTA

Should I fear the lifetime allowance?

5th March 2021

The Chancellor’s decision to freeze the Lifetime Allowance (LTA) at £1,073,100 (for 2020/21), in the recent budget is causing our…

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3 big pension changes you need to know

3 big NHS pension scheme changes you need to know

12th February 2021

Keeping up to date with NHS pension scheme changes can be challenging and tedious at the best of times, let…

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Removal of age discrimination on public sector pensions will affect medic's NHS pension

Removal of age discrimination – The knock-on effect to your NHS pension

5th August 2020

Just when you thought your NHS pension scheme couldn’t get much more complicated there are now more pension decisions to…

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What’s motivated NHS England to pay our clinicians annual allowance?

NHS England to pay clinicians annual allowance charges: Concerning?

5th December 2019

NHS England recently announced to the press that they intend to pay our NHS clinicians annual allowance charges for the…

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Live your bucket list now, not just in retirement!

Live your bucket list now, not just in retirement!

5th November 2019

“Every man dies, not every man really lives” (William Wallace). Are you really living your life? It’s so easy for…

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The future of the NHS pension scheme

13th June 2019

Are you an NHS doctor with annual allowance concerns? Recent pension legislation changes have caused some unintended consequences regarding our NHS…

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Is the NHS pension scheme too generous?

12th April 2019

Who would have thought an NHS pension scheme could be too generous? When transferring your 1995 NHS pension scheme to…

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Are you a medic thinking of leaving the NHS Pension Scheme?

Stop and think before you leave the NHS Pension Scheme

1st February 2019

NHS staff are leaving the NHS Pension Scheme at almost 5 times the rate of other public sector workers¹. Are…

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