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Author archives: Max Spurgeon

About Max Spurgeon

Max is a Director at Legal & Medical Investments and a reputable financial planning consultant to doctors and dentists in the Midlands. He has been a guest speaker at medical and dental events throughout the country. Well known for his colourful presentations, he brings light to subjects that can often be perceived as being somewhat vanilla!

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High inflation could benefit people close to retirement

Could not contributing potentially be better for your pension?

5th July 2022

Once more we find ourselves in unusual times, and this time we are not talking covid – I refer to…

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Doctor's and dentist's NHS pensions will see the effects of rising inflation

How inflation will affect your annual allowance

6th June 2022

The current rise in inflation is causing issues for doctors and dentists regarding their NHS pensions and annual allowance. Although…

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Structured investments - a tax efficient plan

A potential investment opportunity in uncertain times…

12th May 2022

It’s hard to know where to invest your money at the best of times. Compounded by deposit returns from cash,…

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Should you lease a car through NHS fleet Services?

How an NHS car lease may impact your pension

12th October 2021

At first glance, a car lease through NHS Fleet Services can look like an attractive offer. As an NHS professional,…

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Live your bucket list!

Live your bucket list now, not just in retirement!

12th August 2021

It’s so easy for us all to get caught up in the flurry of day-to-day life and our long-term plans…

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Understand the tax penalty before you fear LTA

Should I fear the lifetime allowance?

5th March 2021

The Chancellor’s decision to freeze the Lifetime Allowance (LTA) at £1,073,100 (for 2020/21), in the recent budget is causing our…

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3 big pension changes you need to know

3 big NHS pension scheme changes you need to know

12th February 2021

Keeping up to date with NHS pension scheme changes can be challenging and tedious at the best of times, let…

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How to reduce your NHS pension retirement age

How to reduce your NHS pension retirement age

12th November 2020

In today’s world many doctors and dentists are working extremely long hours, often under very stressful circumstances so it comes…

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