Selling Your Dental Practice? – 8 Tips for Avoiding Common Pitfalls

Are you within 5 years of selling your dental practice? Dentists face many challenges when it comes to planning to sell their practice(s). Alison Oliver from law firm Ward Hadaway shares with us her 8 Tips for Avoiding Common Pitfalls. Selling your dental practice is a big deal. At Ward Hadaway we have helped numerous […]

Most Investors Do Not Get Value For Money!

  At the end of 2016 we reported on the study that the Financial Conduct Authority (FCA) were carrying out into the Asset Management Market. Why was this important? Well, as the FCA stated: “The asset management industry plays a vital role in the UK’s economy. Asset managers manage the savings and pensions of millions […]

Getting Financial Help – Who Should Dentists & Doctors Go To?

If you’re looking for help with your financial planning decisions, there are a number of resources you can turn to: The internet / media Friends and family Your own knowledge Ideally, it’s likely that you’ll want impartial information upon which you can make objective decisions. Whilst these three resources can be utilised, they may not ‘do […]

Income Protection Cover – Should I Cancel My Plan?

Q. I’ve had my income protection policy for a number of years now and, as I’m approaching my 50th birthday I’m wondering if it’s worth keeping the policy going. In particular (and maybe to help me decide), I’m curious to know how many people actually claim on this type of cover each year? Do the insurance companies […]

7 Mistakes Dentists Make After Retirement 

So you want to know the 7 mistakes dentists make after retirement? Before I go into them there’s something you need to know (and I’m sure you’ll be seeing this amongst your peers)… more and more dentists in the UK are retiring before the age of 60! The reason? Since the further reduction to the […]

A Fulfilling Retirement – What Will It Look Like?

Q. As one of your clients, I understand that you concentrate on ‘the purpose of money’, and that money is a means to an end. I’m curious to know, is this ‘lifestyle advising’ now more common compared to when we started working together 10 years ago? A. In short, yes it is more common, but unfortunately not […]

The Residence Nil Rate Band – 7 Key Facts You Need To Know

As we’re all well aware, the tax system in the UK (and worldwide) is, to say the least (with tongue firmly in cheek), slightly complex and getting your head around it isn’t exactly the best way to spend your valuable time! One tax that is in the news at the moment is inheritance tax (IHT). […]

Personal Pension Death Benefits – How Do They Work?

However, alongside this freedom to take money out of a pension fund, there have been some significant changes to the rules relating to the benefits which can be paid if you die with a fund you have not yet used. Money purchase funds are those where contributions are invested in a fund on your behalf. These are […]