As part of our ongoing service and client commitment, we aim to keep you informed on stock market performance, portfolio reviews and explain some of our methods and reasoning behind our portfolio planning. It’s fair…
Continue reading
On 31 March 2022, the 2019/2020 annual allowance tax-liability compensation initiative closes. Please read this in conjunction with our more recent article: Why October 2024 is so important for annual allowance > As you are…
Continue reading
A financial-themed present is unlikely to be at the top of a child’s (or adult’s) Christmas list. Yet a well thought out gift can make a real difference to their future relationship with money. Think…
Continue reading
As doctors or dentists, your whole career is dedicated to caring for patients who have fallen ill or had an accident. Therefore, it can often be easier to see and understand the need for protection,…
Continue reading
As we speed towards yet another Christmas, now seems a good time to provide a ‘financial market update’ to summarise how the financial markets are faring since covid began, and provide a little insight into…
Continue reading
At first glance, a car lease through NHS Fleet Services can look like an attractive offer. As an NHS professional, you will get a high-end car with low-end fees, and if it’s electric, a low…
Continue reading
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…
Continue reading
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…
Continue reading