Cover Image for Moneywise Doctor Masterclass: Smart Strategies for Taxes, Pensions, and Investing in 2025
Cover Image for Moneywise Doctor Masterclass: Smart Strategies for Taxes, Pensions, and Investing in 2025
188 Went

Moneywise Doctor Masterclass: Smart Strategies for Taxes, Pensions, and Investing in 2025

Hosted by MONEYWISE DOCTOR
Google Meet
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Past Event
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About Event

Unlock Financial Confidence Before the End of the Tax Year

Join us to explore actionable strategies for UK-based Medics to:


✅ Optimise NHS and private pension schemes like SIPP.
✅ Maximise tax efficiencies through ISAs and other tools.
✅ Navigate tax traps like the 60% tax rate with ease.
✅ Align financial goals with ethical and Halal investment options.
✅ Secure your family’s financial future with protection strategies.

This isn’t just another financial workshop—it’s an interactive, practical session where you can ask pressing questions, gain tailored insights, and take immediate action to build a secure financial future for 2025 and beyond.


Facilitator

Dr. Andy Egwim, Founder, MoneywiseDoctor.com
With over 20 years of investing experience and a passion for empowering medics, Dr Andy will share his experience and insights to guide you through proven strategies to navigate the unique financial challenges of healthcare professionals in the UK.


What You’ll Learn

💡 Tax Relief Hacks

  • Limited Company Tax Secrets

  • ISA Optimisation

  • Claim up to £10,000 in professional expenses through HMRC’s updated process.

  • Avoid common self-assessment pitfalls that cost doctors thousands.

  • Tax-saving strategies for medics without limited companies.

💡 Beating the 60% Tax Trap

  • Learn legal strategies to minimise taxable income and avoid the 60% effective tax rate.

  • Compare NHS Pension, SIPP, and ISA—What works best for you?

💡 DIY Investing Made Easy

  • 7 Ways To Reduce Your Investment Risk

  • Simplify your investment strategy and build a safe, confident portfolio tailored to your financial goals.

💡 Maximising ISAs

  • Max out your £20k tax-free annual allowance before April—what you need to know.

  • Avoid common ISA mistakes and make your investments work harder.

💡 Mortgages, Life Insurance, and Trusts

  • Learn the essential steps to optimise your mortgage, secure the right protection, and protect your wealth with trusts.

💡 Financial Protection Strategies

  • Explore Ethical investment options that align with your values.

  • Secure your family’s future with tailored financial protection strategies.


What You’ll Gain

🛠️ Interactive Q&A: Get expert, actionable answers to your financial questions.
📚 Practical Insights: Learn strategies that could save you thousands and unlock 2025’s financial opportunities.
🤝 Networking: Connect with like-minded healthcare professionals.


Event Details

📅 Date: Friday, January 24th, 2025
Time: 8:30 PM GMT
Duration: 90 minutes
📍 Location: Online (Link provided upon registration)


Who Should Attend?

This masterclass is perfect for:

  • Doctors, dentists, and other healthcare professionals in the NHS or private sector seeking financial clarity.

  • Medics looking to save on taxes, optimise investments, and secure their financial future.

  • Anyone wanting to make 2025 the year of financial stability and growth.


Why Attend?

With only 10 weeks left until the tax year ends, now’s the time to act. Don’t lose your ISA allowance—plan smarter for the year ahead!
Seats are limited to 100 slots—secure yours today!

👉 [Register for the Free Masterclass Now]


Bonus Gift

All attendees will receive a free copy of the Investment Jargon Buster—your essential guide to understanding investment terminology.


Take charge of your financial future. Let’s make 2025 your best financial year yet!

188 Went