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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!

Doctor's and dentist's NHS pensions will see the effects of rising inflation

How inflation will affect your annual allowance

6th June 2022

The current rise in inflation is causing issues for doctors and dentists regarding their NHS pensions and annual allowance. Although…

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Structured investments - a tax efficient plan

A potential investment opportunity in uncertain times…

12th May 2022

It’s hard to know where to invest your money at the best of times. Compounded by deposit returns from cash,…

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Get to know your way around your NHS Total Reward Statement

Navigate and understand your NHS Total Reward Statement

5th November 2021

As NHS professionals you should all be aware you have online access to your NHS Total Reward Statement. However, have…

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Should you lease a car through NHS fleet Services?

How an NHS car lease may impact your pension

12th October 2021

At first glance, a car lease through NHS Fleet Services can look like an attractive offer. As an NHS professional…

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Live your bucket list!

Live your bucket list now, not just in retirement!

12th August 2021

It’s so easy for us all to get caught up in the flurry of day-to-day life and our long-term plans…

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6 positive ways to enhance your finances

6 positive ways to enhance your finances

12th June 2021

As doctors and dentists, you work hard to put money in your pocket but is that money working as hard…

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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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