Paramount Group - Independent financial advice for medical professionals

Newsflash

Protecting Tax Free cash

As you generally advise your clients regarding remuneration strategy and more importantly profits extraction it appears, following research with our existing clients that, for those who hold executive/directors pension policies and even those with small self administered schemes, it is now worth a review. This would examine whether it would be advantageous to transfer the existing benefits to a section 32 or section 32A (Block transfer) and start funding a self invested personal pension. For those who have small self administered schemes it is still possible to transfer to a section 32 and have the section 32 self invested, utilising the commercial property occupied by the sponsoring employers company.

Independent financial advice for medical professionals

Independent financial advice for medical professionals Independent Medical Solutions (IMS) is an independent financial advisory service designed to serve the needs of professionals throughout the medical sector. With dedicated advisers who understand the particular demands you face, IMS has been offering specialised advice for a number of years to a range of medical professionals.

We pride ourselves on providing holistic advice that spans every aspect of your financial planning needs, while proactively proposing effective ways for you to optimise your savings and investments in a tax efficient manner.

We understand that you don’t work regular hours – and unlike some companies, we certainly won’t approach you while you’re busy at work and your financial future is the last thing on your mind. Our advisers are happy to visit you at your home, at work or wherever you find most convenient at a time that suits you.

IMS is a trading style of Paramount Group which is authorised
and regulated by the Financial Services Authority.