PERSONAL FINANCIAL ADVICE & PLANNING

Central to everything is your personal financial health. You work very hard for your money - but is your money working hard for you?

At Doctors Tax we focus on your specific needs and have found our Financial Advice to be of great benefit to our clients particularly in the following areas:

Pensions

• The new lower lifetime limit - Will you get taxed?
• The new lower annual limit - Will you get taxed?
• Stakeholder Pension - employer & employee
• Personal Pension - employer & employee
• Self Invested Personal Pension (SIPP) - employer & employee

Investments & Regular Saving

• Bank & Building Society - deposits & cash
• Individual Savings Account - cash & investment
• Unit Trusts & OEIC - cash, gilts, corporate bonds, property & equities
• Onshore Life Assurance Bonds - cash, gilts, corporate bonds, property & equities
• Offshore Life Assurance Bonds - cash, gilts, corporate bonds, property & equities

Protection - Personal & Company

• Life Assurance - a lump sum or income payable in the event of death
• Critical Illness - a lump sum or income payable in the event of a defined illness
• Income Protection - an income payable in the event of long term ill health or injury

Inheritance Tax Planning

Mitigating or removing the liability though:

• Trusts
• Gifts
• Insurance
• Or correctly drafted wills

Please contact us if you would like to arrange a free consultation: Enquiry