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• March 7, 2016

  How can you protect your pension limits?

  If the value of all your pension savings is likely to breach the standard lifetime allowance limit (£1 million from 6 April 2016)…

• December 4, 2015

  Should you use your pension to pass on money tax-free?

  As the pensions death tax has been abolished pensions are now more attractive as an inheritance planning tool. As well as providing tax…

• September 23, 2015

  Company dividends: major tax changes from April

  Substantial changes to the taxation of company dividends could increase the tax liability of directors and shareholders of limited companies from April. Doctors who…

• September 23, 2015

  Government green paper: substantial changes to tax relief on your pension?

  A government discussion paper could result in significant implications for your retirement income. In the July Budget, George Osborne launched a consultation on pensions…

• July 13, 2015

  What does the Chancellor’s Summer Budget mean for your finances?

  Doctors face real terms pay cut NHS workers will face a four-year freeze on pay rises of just…

• June 22, 2015

  Discipline and detachment – why it’s important to ignore the noise

  A few months before the first iPhone was launched in 2007 Steve Ballmer, CEO of Microsoft, declared: “There’s no chance that the iPhone…

• June 22, 2015

  Are your accountant and financial planner talking?

  Simon Bruce and medical accountant Nicholas Saxby discuss the benefits of working together. There is a perception that your accountant and financial planner have…

• June 22, 2015

  Protect your assets

  You have worked hard for your assets so it is important to protect them. The financial arena is constantly changing which can be…

• April 28, 2015

  Why orthopaedic surgeons must review their finances now

  In a complex financial landscape, many senior orthopaedic surgeons are struggling to identify a clear pathway to retirement. With…