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: jason@doctorstax.co.uk

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