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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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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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How doctors and dentists can achieve greater financial success

7 tips to help doctors and dentists avoid financial ruin

15th August 2022

Why are some medics more financially successful than others? Aside from the obvious, different specialties and experience levels command different…

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High inflation could benefit people close to retirement

Could not contributing potentially be better for your pension?

5th July 2022

Once more we find ourselves in unusual times, and this time we are not talking covid – I refer to…

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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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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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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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