Medical & General Financial Solutions Ltd

Do you want to create a legacy by passing on assets to your loved ones? There’s more than one way to do it, and you might want to combine several different options. As part of your estate plan, you might … Continue reading →

A hidden marginal tax rate that affects workers earning between £100,000 and £125,140 is often dubbed a “tax trap”, and research suggests it’s shaping career decisions. However, there are ways you might mitigate the additional tax charge without putting the … Continue reading →

From 6 April 2027, many unused pension pots will be included in Inheritance Tax (IHT) calculations. Since the government announced the change in the 2024 Autumn Budget, an increasing number of people have opted to withdraw their tax-free lump sum … Continue reading →

When you think about the benefits of long-term financial planning, the opportunity to work with a professional to increase your assets might be the first thing that comes to mind. While that might form part of some financial plans, the … Continue reading →

Fewer than 1 in 5 UK adults are “adequately” protected from health and financial shocks, according to Cover Magazine (4 March 2026). This means families could be more vulnerable to shocks and face the consequences of being unable to meet … Continue reading →