Smart Money Strategies for Doctors: Navigating Pensions, ISAs, Ethical Investing, and Life Insurance in the UK
Unlock Financial Confidence Before 2025
Join us to explore practical approaches for UK-based doctors to:
Optimise NHS and private pension schemes like SIPP.
Maximise tax efficiencies through ISAs and other tools.
How To Avoid Tax Trap
Align financial goals with ethical and Halal investment options.
Financial protection strategies and options to secure your family's financial future.
The goal of this session is to assist doctors in creating a secure and value-driven financial future.
This isn’t your typical financial workshop—it’s an interactive, actionable event where you can ask your most urgent questions and get tailored insights to take control of your financial future.
Facilitator: Dr Andy Egwim, Founder, MoneywiseDoctor.com
What Will Be Covered?
💡 Tax Relief Hacks
Understand the new HMRC tax relief process and how to claim up to £10,000 in professional expenses.
Avoid Common Self-Assessment Tax return mistakes to
Discover ways to optimize your taxes even if you don’t qualify for a limited company.
💡 Escaping the 60% Tax Trap
Learn practical strategies to minimise your taxable income legally and beat the 60% tax trap.
Compare: NHS Pension vs. SIPP vs ISA (Best?)
💡 DIY Investing Simplified
Start building a confident, safe portfolio tailored to your career and financial goals.
💡 Maximising ISAs
The Good, Bad, and Ugly of ISAs: How to maximize your £20k annual tax-free allowance effectively.
💡 Mortgages, Life Insurance, and Trusts
Secure your financial future by learning the key steps to optimise these essential tools.
💡 Tax Optimisation for Limited Companies
5 surprising expenses you can claim to save thousands, including pensions, life insurance, and equipment costs.
What You’ll Gain
🛠️ Interactive Q&A: Ask your specific financial questions and get expert, actionable answers tailored to medics.
📚 Practical Insights: Learn strategies to save thousands in taxes and take advantage of 2025’s financial opportunities.
🤝 Networking: Connect with other healthcare professionals facing similar challenges and share ideas.
Event Details
Date: Saturday, December 7th, 2024
Time: 04:00 PM GMT
Duration: 90 minutes
Location: Online (Link provided upon registration)
Who Should Attend?
This session is ideal for:
Doctors and dentists working in the NHS or UK private sector and seeking financial clarity.
Medics looking to save on taxes, optimise investments, and secure their future through financial protection.
Anyone interested in improving their financial well-being.
Why Attend?
This is a unique chance to prepare for 2025 with tailored insights and practical tips.
Seats are limited to 50 slots only—secure your place now!
👉 [Register for the Free AMA Now]
Take charge of your financial future. Let’s make 2025 your year of financial stability!