Medics Wealth Management

Medics Wealth Management Chartered Financial Planners and Financial Advisers in Tamworth, Staffordshire Why then should you seek independent advice?

Some key times at which advice can be most needed include providing for a young family in the event of your death or ill-health, saving and investing for your children's university fees or to help them with the cost of a first home. Later it is crucial to get advice on how to fund retirement and eventually how to best draw on your accumulated retirement fund. As the years advance, planning your es

tate and minimising Inheritance Tax are further areas in which quality advice can pay dividends. Many organizations will provide advice, but this may be restricted to the products of one particular provider. If you are investing your time and resources to obtain advice, a truly Independent Financial Adviser will be able to consider the whole range of products and providers available when tailoring advice to you. We're proud to have been awarded the prestigious title Chartered Financial Planners by the Chartered Insurance Institute (CII).

Although 2029 feels a long time away, upcoming reforms to salary sacrifice rules could affect your pension planning. It ...
23/01/2026

Although 2029 feels a long time away, upcoming reforms to salary sacrifice rules could affect your pension planning. It could pay to start thinking about how the reforms may affect you. https://buff.ly/mRA0ffj

Salary sacrifice has become an increasingly common way for employees to make their pension contributions, with most major employers offering schemes. It currently has some important advantages for employees over choosing to pay contributions from the after-tax salary:

Economists raise challenging questions about the future of the triple lock pension. Read more https://buff.ly/AApvpXC
12/08/2025

Economists raise challenging questions about the future of the triple lock pension. Read more https://buff.ly/AApvpXC

Recent research indicates over 15 million UK adults risk financial hardship in retirement. Gen Z, low earners, and the s...
15/06/2025

Recent research indicates over 15 million UK adults risk financial hardship in retirement. Gen Z, low earners, and the self-employed face the greatest challenges: https://buff.ly/kmsN1gD

How do attitudes to types of wealth in the UK differ from the rest of the G7? Read more here https://buff.ly/3gSbcNc
19/02/2025

How do attitudes to types of wealth in the UK differ from the rest of the G7? Read more here https://buff.ly/3gSbcNc

Why inflation feels higher than the statistics suggest:
08/02/2025

Why inflation feels higher than the statistics suggest:

Medics Wealth Management Blog

Careful planning could help you avoid a hefty Inheritance Tax bill. Time is crucial, so find out more now
15/01/2025

Careful planning could help you avoid a hefty Inheritance Tax bill. Time is crucial, so find out more now

Medics Wealth Management Blog

Important Action Points for 2025 - Six steps to improve your financial efficiency and resilience in 2025 https://buff.ly...
08/01/2025

Important Action Points for 2025 - Six steps to improve your financial efficiency and resilience in 2025 https://buff.ly/3gSbcNc

The Chancellor's Budget proposed bringing pensions into the scope of inheritance tax from 2027. How could you be affecte...
09/12/2024

The Chancellor's Budget proposed bringing pensions into the scope of inheritance tax from 2027. How could you be affected? Our Blog explains: https://buff.ly/3gSbcNc

10/11/2024

Don't leave it until the last minute. The April 2025 deadline to top up your NICs is finally in sight. Check if you need to take action: https://buff.ly/3gSbcNc

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Tamworth Enterprise Centre, Corporation Street
Tamworth
B797DN

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Tuesday 9am - 5pm
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Thursday 9am - 5pm
Friday 9am - 5pm

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