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FEATURED BLOG 23 June 2026  4 min

June monthly market update - Reflections on May 2026

Higher energy prices are fuelling inflation concerns, weighing on growth and creating fresh challenges for policymakers across the world’s major economies.
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Blogs News Podcasts Videos
Morna Beattie and Anna Coff profiles
24 November 2025

    26 min

Podcast - Improving your financial and tax position as a dentist in Scotland

From post-Scottish Dental Remuneration (SDR) changes to the rise of private practice, this podcast discusses how dentists in Scotland can improve their financial and tax position.

Financial planning Dentists
Two male medical professionals having a conversation
17 November 2025

    4 min

What doctors need to know about the NHS pension and inheritance tax

Wondering what the new inheritance tax rules mean for your NHS Pension Scheme benefits? See how your pension is affected in this pre-Budget article.

Medics Financial planning
12 November 2025

    4 min

November market update - Reflections on October 2025

Our latest market update covers the US government shutdown, UK's high inflation and China's cooling economy.

Financial planning Investments
Female dentist reaching for tools
04 November 2025

    3 min

The Autumn Budget – Planning with purpose, not panic

Strategic planning requires discipline. Ahead of the Autumn Budget, this article discusses the groundwork allowing dentists to respond to fiscal change with purpose.

Financial planning Dentists
24 October 2025

    5 min

Are you subject to the 67.5% tax trap in Scotland?

Here, we delve into the 67.5% tax trap that can occur when you're a higher earner in Scotland - from how it works to ways you can avoid it.

Medics Financial planning Tips Dentists
Female teacher walking through classroom
23 October 2025

    2 min

The Autumn Budget – What do teachers need to think about?

Whilst nobody can be sure of exactly what will be announced in the upcoming budget, we consider the 'what ifs' and what action could be taken to mitigate any 'what ifs'.

Teachers Financial planning
Female doctor sitting on a chair looking out the window
23 October 2025

    3 min

Preparing for the Autumn Budget: why it pays to play the waiting game

Are you a medical professional awaiting the announcement of the Autumn Budget? Learn what you can do to prepare for any financial changes.

Medics Financial planning
Mature man sitting with laptop and coffee
20 October 2025

    3 min

Home insurance – Facts vs Fiction

How well do you understand home insurance? In this article, we’re busting four common false claims and giving you the facts to help you find the right policy for you.

Financial planning Insurance
Rachel Reeves holding up the red briefcase outside Downing Street
17 October 2025

    4 min

Pension pots and inheritance tax: time to plan, not panic

Neil Richardson, Dental Regional Manager at Wesleyan Financial Services, breaks down a hot topic among dental professionals...

Pensions Dentists