Investments Articles

There are an increasing number of investors keen to take advantage of the current low in the stock market. For those that do take that step, it’s important to make sure you know the difference between insurance bonds and unit trusts and which is more appropriate, especially since the Capital Gains Tax (CGT) changes were introduced in April 2008.  read more »

We are increasingly finding that our dental clients with disposable cash to invest are considering alternative investments to increase returns in a market where even banks don't seem safe.  read more »

When many dentists reach retirement age, they are lucky enough to have a substantial NHS pension, from age 60, based on their practitioner income or final NHS salary. For those that have also invested in a personal pension they will need to make some decisions as to how they are going to take the income.  read more »

Essential Money in the British Dental Journal

Principals are often advised to buy freehold rather than lease premises but it can be even more effective from a tax point of view if the property is actually purchased by your pension scheme.  read more »

Now that we’ve passed the 5th April deadline, it is time to consider what we didn’t do in the 2007/2008 tax year and what tax planning ideas and opportunities are available for 2008/2009
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