Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
I thought I’d share with you a true story that appeared in one of our trade press journals recently. It puts across well the fact that no matter how good the advice and planning from an adviser, at the end of the day it is up to the client to implement that advice. Sometimes, if they [...]
Q. As a retired doctor who has inherited money from my father recently, I have more than enough for my needs. I find the theory of gifting money to my three children and grandchildren attractive to help them and to reduce Inheritance Tax. Is this wise? A. This is becoming a more common scenario as wealth cascades down the generations. [...]
