"I have known David Henderson for seven years and during that time, he has had full control of my financial investment portfolio through retirement and the consequences of adjustment to widowhood. I have never had any cause to doubt his skilled advice and commitment. This has been delivered through a friendly and totally reliable relationship. I have regarded him as a trustworthy friend and in terms of the financial manoeuvres, his practical adjustments have (thus far in a volatile world!) all been safe and successful. He has been helpfully reassuring at times based on an extensive knowledge of theway the markets and global economy works I find this very educational. I have recommended his services to several friends all of whom have commented most favourably after his input totheir finances."
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Estate & Tax
Home | Estate & Tax
- Inheritance Tax is a tax on your estate – the total value of your property, money and possessions – which becomes payable if, when you die, your estate’s total value is more than the Inheritance Tax threshold currently in force.
Probate is the process of administering your estate. It is the responsibility of the Executors you appoint in your Will to administer your Estate from the moment you die; consequently, there is more to this role than many people realise, and there are some very important initial duties.
If when you die you have not made specific provision for your children’s financial future, then the inheritance for any child under the age of 18 is held under a legal trust for their benefit. However, this is a complex and expensive legal procedure, as it involves an application to the courts to allow for the trust to be established.
Here at Medical + Dental Financial Planning Services, our primary function is to enable you to achieve your aspirations and goals, initially by helping you establish the right financial foundation for your circumstances throughout your professional career and through retirement.
As healthcare professionals, no-one understands better that the one thing we can all be certain of, in both our personal and professional lives, is that something unexpected will happen… at some point.
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