Resources
Please find below our latest guides.
Annual Allowance Factsheet
What is the Annual Allowance, and how can you make the most of it before the end of the tax year?
Download PDF
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.
Download PDF
How to access our Client Portal on a Phone/Tablet
A guide to using our client portal on you iPhone or tablet
Download PDF
How to access our Client Portal on a PC/Laptop
A guide to using our client portal on your PC or Laptop
Download PDF
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.
Download PDF
Inheritance Tax: An Overview
A general guide to Inheritance Tax. Please note the content herein in no way constitutes a solicitation of investment or financial advice. It should not be relied upon in making an investment or financial decision and is intended solely as an example for the reader. Readers should seek appropriate guidance from their financial planner.
Download PDF
Inheritance Tax: Discounted Gift Trusts
A guide to Discounted Gift Trusts. Please note the content herein in no way constitutes a solicitation of investment or financial advice. It should not be relied upon in making an investment or financial decision and is intended solely as an example for the reader. Readers should seek appropriate guidance from their financial planner.
Download PDF
Inheritance Tax: Direct Gifts
A guide to Direct Gifts. Please note the content herein in no way constitutes a solicitation of investment or financial advice. It should not be relied upon in making an investment or financial decision and is intended solely as an example for the reader. Readers should seek appropriate guidance from their financial planner.
Download PDF
Inheritance Tax: Gift Trusts
A guide to Gift Trusts. Please note the content herein in no way constitutes a solicitation of investment or financial advice. It should not be relied upon in making an investment or financial decision and is intended solely as an example for the reader. Readers should seek appropriate guidance from their financial planner.
Download PDF
Inheritance Tax: Life Cover
A guide to Life Cover. Please note the content herein in no way constitutes a solicitation of investment or financial advice. It should not be relied upon in making an investment or financial decision and is intended solely as an example for the reader. Readers should seek appropriate guidance from their financial planner.
Download PDF
Inheritance Tax: Loan Trusts
A guide to Loan Trusts. Please note the content herein in no way constitutes a solicitation of investment or financial advice. It should not be relied upon in making an investment or financial decision and is intended solely as an example for the reader. Readers should seek appropriate guidance from their financial planner.
Download PDF
