NHS Benefit Analysis/Pension Scheme Considerations. 2008 Section & 2015 Implications/Claiming Expenses/Income Protection/Critical Illness Cover/NHS Forms – DB1 & DB2/Gap Year – Considerations
NHS Benefits/Pension Scheme Considerations/GP .v. Hospital Doctor/Claiming Expenses/Income Protection/Life & Critical Illness Cover/ISA, Savings & Investment/Retirement Planning
NHS Benefits Analysis/Pension Scheme Considerations and Calculations/Annual & Lifetime Allowance/Private Practice Requirements
– Protection, Insurance & Accountancy/Income Protection, Life & Critical Illness/Inheritance Tax** and Estate Planning/School & University Fees Planning/Tax Planning** & Mitigation
– Offshore, EIS, VCT, AIM/Discretionary Funds Management/ISA, Savings & Investment/Divorce, Career breaks, Maternity, Part-time – financial implications
Exit Strategies/NHS Pension Options – Making the right decision?/ TFC .v. Income/Annual Allowance and Lifetime Allowance/Flexible withdrawal options/Lifestyling – Risk reduction/ISA, Investment Portfolio Planning & Discretionary Management/Tax Planning** & Mitigation– Offshore, EIS, VCT, AIM/Inheritance Tax Planning**, Estate Planning, Wills & Trusts
Investment Portfolio’s, ISA, Discretionary Fund Management/Income & Capital Growth/Tax Planning & Mitigation– Offshore, EIS, VCT, AIM/Inheritance Tax Planning** & Estate Planning/Wills & Family Trusts/Passing on Wealth/Long Term Care
At Medical Professional Limited we can review your pension and make sure you don't exceed your Lifetime Allowance.
Call or email Medical Professional Limited and I will be happy to chat through how Lifetime Allowance could affect you and what you can do about it.
** Taxation - The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in the future.