The framework
Your Tax X-Ray looks across five key areas
The Moneywise Doctor ABCDE of Tax Efficiency
Your tax position is rarely about one thing. The ABCDE framework helps you look across the different areas that can affect how efficiently you earn, keep, invest and structure your money.
A
Allowances
How effectively you're making use of the tax allowances, reliefs and tax-efficient wrappers available to you.
B
Business
How tax-efficiently your locum, private practice, self-employed or limited company income is structured.
C
Clawbacks
Whether you're identifying and managing tax traps where rising income can cause valuable allowances or benefits to be reduced or withdrawn.
D
Deductions
Whether you're claiming legitimate professional expenses, business expenses, or tax reliefs available to you.
E
Exit & Estate Planning.
How tax-efficiently you're planning for extracting, transferring and eventually passing on the wealth you've built even if you're moving countries or leaving the world
Free | Takes approximately 3 minutes | Built for UK doctors and dentists