Inheritance tax receipts are up £0.5bn on the same time as last year (April to July) according to HMRC. The total receipts were in the region of £2bn. Could these higher receipts be due to…
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What age is classed as early retirement? Once upon a time, there was only one NHS pension scheme and this meant retiring early for most doctors and dentists, was prior to age 60. We now…
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It’s so easy for us all to get caught up in the flurry of day-to-day life and our long-term plans that we often completely forget about our short-term ‘here and now’ goals. “Happiness is a…
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Are university fees looming in your household? Maybe your teenager is already collecting their belongings together ready to start their next chapter in life as a student. Even if your ‘mini-me’ has only just chosen…
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The take-up of our recently-launched Portfolio Service continues apace. As of now, approximately £150 Million of our clients’ Investment and Pension funds are invested in the Portfolio Service, and for a number of these portfolios,…
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As a doctor or dentist in hospital service or an NHS practice, mortgages are relatively simple to arrange. New job roles, a growing family or family breakups are just a few reasons you may need…
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I remember discussing the housing market with colleagues as Covid 19 started to take grip – pondering if it would turn into a stranglehold. Threats to the job market looming, businesses under pressure, and for…
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As doctors and dentists, you work hard to put money in your pocket but is that money working as hard for you as it should be? I’ve compiled a list of 6 positive ways you…
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