Senior medical professionals
NHS Consultants
As an NHS Consultant, some of your most important financial decisions relate to pensions, retirement and the balance between NHS and private work.
You may be expanding your private practice, taking on additional responsibilities, reducing sessions or planning for retirement. No matter where you are in your career, specialist advice helps ensure those decisions support your long-term plans and wider family goals.
We help NHS Consultants understand their options, avoid costly mistakes and make informed decisions with confidence.
We can help with:
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NHS pension planning
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Pension tax planning
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NHS and private income
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Phased retirement planning
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Family wealth planning
Private Practice
Private practice income creates opportunities to invest, build wealth and support long-term family goals.
As your private work grows, you'll need to decide how income should be managed, invested and incorporated into your financial plans. Most doctors simply don't have the time to stay on top of every financial consideration alongside their demanding clinical career.
We provide advice that helps ensure private practice income supports your long-term objectives.
We can help with:
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Private practice income
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Tax planning
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Pension and investment planning
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Retirement planning
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Inheritance planning
Medical Business Owners
Running a medical business, whether that be a clinic, a group practice or a wider healthcare venture, brings financial decisions well beyond those of a typical NHS or private practice career. Structuring the business efficiently, extracting income in the right way, and planning for what happens when you eventually step back, all require specialist input.
Many medical business owners reach a point where they're thinking about exit planning: how to maximise value, when to start preparing, and how a sale or succession fits with their wider family and retirement plans. We help medical business owners make these decisions with a clear view of the tax, structural and long-term implications involved.
We can help with:
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Business succession planning
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Exit and retirement planning
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Profit extraction
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Business protection
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Family wealth planning
