It’s been an interesting few months – to say the least. After a strong start to the year, February proved to be a more challenging period with markets facing growing uncertainty under the new Trump…
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The current annual allowance and Remedial Pension Savings Statement (RPSS) process has become a source of widespread confusion for many. 69% of NHS pension scheme members* still await their RPSS. For those medics who have…
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The 2024/25 tax year-end is fast approaching, so it’s the perfect time to review your Individual Savings Account (ISA) and ensure you’re taking full advantage of your tax-free allowance. You still have time to maximise…
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When planning Inheritance Tax (IHT) most people rapidly turn to gifting. While this can be a useful option, generally, you must survive seven years after making the gift for the recipient to be outside your…
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As the tax year-end approaches, it’s easy to feel overwhelmed and think it’s too late to ensure you have utilised all your tax savings before the tax year end, but don’t worry – you still…
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Picture this scene – it’s the first Monday back at work in 2025, January 6th, and I’m driving to a meeting. The radio breaks the morning routine with a sobering statistic – it’s the day…
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For many doctors and dentists, the annual allowance is a key focus and a significant concern in their financial and tax planning. Often referred to as the ultimate ‘stealth tax’ within the medical profession, it…
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As dawn broke over Washington, D.C., on November 6th, it became evident that Donald J. Trump had once again confounded the sceptics to secure a decisive victory in the U.S. Presidential race. He was elected…
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