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Legal & Medical Investments

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Legal & Medical Investments

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Independent Financial Advisers (IFAs) for Doctors and Dentists in the UK Please also note the warnings below.

Our team of IFAs provide medical and dental professionals with expert, impartial financial advice and investment planning solutions for their personal and business life. Please be aware information on this page doesn’t constitute personalised advice and we strongly recommend you contact us (Legal & Medical Investments) to allow us to tailor arrangements to your needs. Mortgage: Always remember your home may be repossessed if you do not keep up repayments on your mortgage. Tax Planning: Tax is dependent on your own circumstances and personal situation, and is subject to changes based on UK legislation and taxation regime. This article is based on our understanding of current legislation. Investments: Please be aware that the value of investments linked to the stock market and the income from them, may rise or fall depending on market conditions and that you may not always recoup your initial investment. In addition, past performance should not be seen as an indication of future returns. Retirement Planning: Pension investment funds and the income from them may fluctuate and can fall as well as rise. Eventual retirement income will depend on the size and value of your pension pot, future interest rates and tax legislation. Protection: Protection products are varied in their purpose. Please seek financial advice to ensure cover is appropriate to your needs. NHS Pension Planning: Our articles are not specific advice. We would always suggest that you get specialist advice in this area. Wills: Estate planning and Will writing is an important aspect of your financial planning. We would always request you seek appropriate guidance to ensure your wishes are correctly reflected in any document.

27/10/2026

📣 Do you have work expenses to claim?

👩‍⚕ Being a doctor or dentist comes with a long list of costs you pay out of your own pocket. Many of them qualify for tax relief, but HMRC won’t prompt you to claim.

When did you last claim tax relief on your professional fees? If the answer is “I’m not sure”, you’re in good company. Many medical professionals miss out because the sums seem small and the forms feel fiddly. But over four years, those subscriptions and mileage claims add up. Get your claim in by 05 April 2027. 🗓

Our guide covers five work expenses worth checking.

🔗 https://www.legalandmedical.co.uk/are-you-claiming-all-the-tax-deductible-expenses-you-can/

24/10/2026

📣 Are you missing your NHS Pension Statement?

If your NHS Pension Savings Statement hasn’t arrived, don’t assume you’re in the clear. We explain the steps to take if you’ve gone over your annual allowance, including how Scheme Pays works and the deadlines to watch. With the 31 January Self Assessment deadline approaching, a little planning can save on stress later.

🔗 https://www.legalandmedical.co.uk/has-your-nhs-pension-savings-statement-arrived-what-you-need-to-do-now/

24/10/2026

Market swings tempt many near-retirees to move to cash. A financial coach explains when it’s smart planning and what to ask before you sell.

23/10/2026

💡 Friday Fact 💡

Did you know? 🤔

The average UK GP often works the equivalent of 10–12 different jobs.

Alongside seeing patients, many GPs also take on extended hours, Primary Care Network (PCN) work, teaching, supervising trainees, management responsibilities, and a mountain of administrative tasks.

It's no surprise that financial planning for GPs often looks more like planning for a business owner than a traditional employee, with multiple income streams, changing workloads, pension considerations, and complex tax rules to navigate.

Source: Royal College of General Practitioners workforce studies.

22/10/2026

For nearly a century, Monopoly has taught all of us ages 8 and up how to think about money.

21/10/2026

Ructions point to what a true bursting of the bubble might do to financial markets.

21/10/2026

October saw a sharp deterioration in confidence, with 57% of households expecting a shift to higher interest rates, according to S&P Global figures.

19/10/2026

AI-related stocks are the main driver behind many broad indexes. And even the traditional hedge to equities—the bond market—is moving with stocks.

18/10/2026

The UK economy is forecast to have shrunk in August on the back of a decline in the services sector

17/10/2026

The number of Isa millionaires has surged by more than 50% in a year – to reach around 7,730

Address

Floor 3, Cumberland House, Oriel Road
Cheltenham
GL501BB

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+442031671607

Website

http://www.legalandmedical.co.uk/

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