At Medical Professional we can review your pension and make sure you don't exceed your Lifetime Allowance.
Call or email Medical Professional and one of our advisors will be happy to chat through how Lifetime Allowance could affect you and what you can do about it.
At or Pre Retirement
Newly Qualified / F1 / F2
Speciality Registrar / Staff Grade Practitioner / SSAS
NHS Benefit Analysis/Pension Scheme Considerations. 2008 Section & 2015 Implications/Claiming Expenses/Income Protection/Critical Illness Cover/Residential Mortgages/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/Residential Mortgages/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/Mortgage & Re-Mortgage/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
Hover over the above to see
financial considerations for your particular stage of life
Medical Professional Ltd. is an Appointed Representative of Vision Independent Financial Planning Ltd who are
authorised and regulated by the Financial Conduct Authority.
Registered office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall TR11 4SZ.
Medical Professional Ltd is Registered in England and Wales. Registration Number: 08569599.
The Financial Conduct Authority do not regulate Estate & Inheritance tax planning, Wills & FamilyTrusts, Tax planning & Mitigation and
Advice on Job Expenses & Claims and certain types of Mortgage.
Click here for a glossary of financial "Jargon"
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