Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
So, what do you think of the new format? It’s certainly been a long time coming and originally I thought we’d be ready to roll it out a month or two ago, however we’ve been to-ing and fro-ing to get the design and behind the scenes technicalities just right. I hope you feel the effort [...]
Q. It seems that NHS / Private dentists can easily fall foul of the new annual pension allowance. It is interesting to know that if the £50,000 annual limit is breached we can use up unused allowance from the previous 3 years. In the light of this, can you please advise if we can use [...]
My latest travels were to the NEC in Birmingham for The Dentistry Show, which has emerged very quickly into one of the main events for dentists to attend. Now, it’s not unlike some of the other events that you may be familiar with in that you have various companies promoting their products and services in [...]
All dentists have a number of important decisions to make when planning their financial future, such as: Should I invest more into pensions? What is the best mortgage available? I’ve sold the practice – what do I do with the realised capital? Unfortunately, some dentists forget to put in place [...]
It is the subject that we get the most enquiries about from new clients, and the one that greatly concerns many doctors and dentists – retirement planning. To ensure we are always up to date with the latest developments, and to keep up with our CPD, we read a huge amount on this subject. Recently, [...]
So, that’s it all over then. Summer is behind us and we’re no doubt all back at work with our noses to the grindstone. At the start of September I found myself speaking to a group of dentists in Rochdale, which was organised by Medi-cruit. It was another great evening and the 20+ in the [...]
The 2009 claim statistics for Dentists’ Provident Society’s income protection are available and make useful reading for all dentists. If you are a dentist, it’s likely that you’ve taken out income protection insurance (also referred to as permanent health insurance). In fact, you may have even claimed on your policy. During the last few years [...]
Specialist accountants Dodd & Co in Cumbria, who serve dentists & medics throughout the UK, have recently released their 2009 profit figures for both NHS and private practice dentists. They covered the findings in their recent newsletter (which I highly recommend you subscribe to, see email link at the end of the article) and have [...]
February was another busy month! On the 4th I was presenting at Mottram Hall near Manchester, at an event organised by Medi-cruit. This was the third time I had been invited to speak and it was a great evening. Here I am in action The week after, Graeme and I ran a session at James [...]
What a month! I’ve just about recovered from a bout of tonsillitis (more of which later) and have clocked up a few miles ‘touring’ the UK. The first port of call was the Dental Showcase exhibition at the NEC. I attended on the first day and as I pulled into the car park, the heavens [...]
