Resources

Please find below our latest guides

Factsheet: General Investment Account

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.

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How to access our Client Portal on a Phone/Tablet

How to access our Client Portal on a Phone/Tablet

A guide to using our client portal on you iPhone or tablet

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How to access our Client Portal on a PC/Laptop

How to access our Client Portal on a PC/Laptop

A guide to using our client portal on your PC or Laptop

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Our Approach to Investment

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.

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Inheritance Tax: An Overview

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.

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Inheritance Tax: Discounted Gift Trusts

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.

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Inheritance Tax: Direct Gifts

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.

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Inheritance Tax: Gift Trusts

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.

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Inheritance Tax: Life Cover

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.

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Inheritance Tax: Loan Trusts

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.

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Inheritance Tax: Other Points of Relevance

Inheritance Tax: Other Points of Relevance

Other points of relevance relating to Inheritance Tax for our clients. 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.

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