0800 030 6510
All our calls to and from our landlines and mobiles are recorded to meet regulatory requirements
Blog
Request Your Free 30 Minute Financial Audit
Whilst the information you are submitting on the enquiry form will only be used to contact you, we would strongly recommend that you view our Data Protection Statement before you proceed.
Q. I am a 64 year old GP and am now in retirement. I have all my financial affairs sorted out and have a spread of investments together with a good NHS Pension and my State Pension as well as my wife’s to come soon. Part of our wealth is held in cash for now and tomorrow spending (we […]
Q. I’m a Principal dentist aged 54 and have recently reduced my NHS Pensionable income from £100,000 pa to £30,000. A colleague has told me that the lump sum paid on death is 2 x pensionable income, so I’m a little concerned that my wife would only receive £60,000, instead of £200,000. Can you provide me with any guidance? […]
Q. As a high earning dentist, I pay large amounts of income tax. I get it that this goes with the territory, but I want to explore schemes which can help reduce my tax bill. What advice would you give? A. You are of course not alone in wanting to minimise the amount of tax you pay. […]
Q. I have heard that the government have introduced a new non-taxable allowance for savers in cash deposit accounts. As we have large cash savings how will this help us? A. This was announced a year in advance last March, and takes effect this April. At the moment savings are taxed at either 20% or 40% depending on […]
Q. For the last 3 years I have exceeded the pensions annual allowance of £50,000 / £40,000 due to being a member of the NHS Pension scheme, resulting in additional tax to pay. I’m concerned about the new Tapered Annual Allowance which will be effective from the 2016/17 tax year. Can you explain how it works? A. […]