What's Changed With ISAs/Pensions/GIAs This Tax Year with Anick Sharma [CPD Available]

Dentists Who Invest Podcast

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3M ago 25:25

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If you’d like to discuss your finances with a professional, you can connect with Anick here: https://www.viderefinancial.com/contact

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Get your free verifiable CPD for this episode here >>> https://www.dentistswhoinvest.com/videos/whats-changed-with-isaspensionsgias-this-tax-year-with-anick-sharma

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The 2025 tax year brings critical updates to ISAs, pensions, and GIAs—and dental professionals need to stay ahead. In this episode, financial planner Anick Sharma breaks down the rule changes and strategic shifts that could impact your long-term wealth.
From multiple ISA contributions now being allowed in one tax year to the future inheritance tax implications on pensions, this episode arms you with the key updates that matter. Anick also explains the often-misunderstood FSCS protection rules, why cashflow planning beats guesswork, and how early investing each tax year could grow your portfolio by up to £60,000 over 30 years.
We also unpack how NHS pension complexities and corporate investing affect your decisions as a practice owner or associate.
Listen now and futureproof your finances with insights tailored to the dental profession.

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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.

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Chapters

1. Introduction to Financial Planning for Dentists (00:00:00)

2. ISA Fundamentals and Considerations (00:01:37)

3. Pensions and NHS Pension Complexities (00:06:14)

4. Limited Company and Personal Investments (00:11:06)

5. Strategic Asset Allocation and Planning (00:15:38)

6. Key Takeaways on Tax Efficiency (00:23:03)

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