Adviser given top-rated status

paul hart

We are delighted that our senior financial planner, Paul Hart, has received ‘Top-rated status’ from review website VouchedFor. To achieve this honour, financial advisers must attain consistent client reviews of at least 4.5 out of five. Paul will now be featured in the Top Rated Advisers annual guide to be published in The Times. Paul […]

Markets Update

The financial headlines can be daunting but it is important to remember that as with all significant global events, the markets are reacting to new information and pricing accordingly. The sharp falls you will be hearing in the media are exactly how we would expect the markets to perform. Even in these unusual times, the […]

MFF client services update

We would like to reassure you that as a company, Medical Family Finance has robust contingency plans in place to allow our business operations to continue during the current difficulties. Those plans have been fully tested to the best of our ability and we are confident we can maintain our commitments to you. Our systems […]

Budget 2020 update

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The Chancellor Rishi Sunak used his first Budget to reduce tax charges on pensions savings. Under new proposals which will come into effect from April 2020, Mr Sunak increased the point at which the annual allowance – the amount which can be saved into a pension free-of-tax each year – is ‘tapered’. At present, anyone […]

Budget highlights

First time buyers of residential property outside Scotland will pay no stamp duty land tax on the first £300,000 of the purchase price for a home, provided its value does not exceed £500,000. The personal allowance will rise to £11,850 and the higher rate tax threshold for the UK (excluding non-savings, non-dividend income in Scotland) […]

Autumn Budget update

hm treasury

First budgets of a new parliament are traditionally the dramatic ones in which the Chancellor dispenses the unpalatable medicine of tax increases, because they are at the furthest point from the next election. However, for a variety of reasons, Mr Hammond did not follow the norm. Far from increasing the Exchequer’s income, the Budget Red […]