Resources
Please find below our latest guides.
Replacing the Lifetime Allowance (LTA)
Having been in force for under two decades, it begs the question – what changed? And more importantly, how does the LTA’s abolishment affect your workplace savings allowances?
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Unlocking Financial Success for Business Owners
Business ownership, particularly for professionals like Dentists, requires strategic financial planning to secure a stable future for the business and yourself.
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Taking Control of Who Gets What
A guide to estate planning, gifting, Inheritance Tax and having peace of mind knowing your loved ones are looked after now and into the future.
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The McCloud Remedy and Impact for NHS Professionals
With the regulations which came in to force in October 2023, for those working in the UK public sector, there are options to rejoin and recoup "lost" pensions with potentially lower charges.
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Our Approach to Investment
What happens with regards to your investments with Medical & Dental Financial Planners? What guiding principles and processes do we follow? This comprehensive guide takes you through our Approach to Investment.
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Factsheet: General Investment Account
A general investment account (GIA) is a wrapper set up when you open your portfolio, which may hold investments and cash.
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How to access our Client Portal on a Phone/Tablet
A guide to using our client portal on you iPhone or tablet
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How to access our Client Portal on a PC/Laptop
A guide to using our client portal on your PC or Laptop
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