We provide tax planning services for doctors and other medical professionals. There are different levels of service available depending on what your needs are, this includes personal tax planning, annual tax self-assessment returns as well as inheritance tax planning.

Doctors, GPs, and other medical professionals must fully understand their tax liability. Establishing the correct amount of tax to pay as an individual and company can ensure you maintain good cash flow and potential for saving.

We have many years of experience working with clinicians and advising them on the best company structure, how to maximise their allowance and how to reduce their tax liability.

What are allowable expenses?

There are several allowable expenses that doctors, GPs, and medical professionals can claim tax relief on; we can advise you on all of these, for example:

• Membership fees for the BMA, GMC, and other professional bodies
• Specialist medical equipment
• Postage, stationery, and office supplies
• Subscriptions to medical journals
• Work-related travel costs and mileage
• Broadband, phone, and mobile phone

We can also advise you on how to record all your expenses so it is easier at the end of the year when you need to submit your self-assessment tax return.

We will check that you haven’t overpaid National Insurance (NI), as this is often a common occurrence within the profession. A provision in the legislation allows for Class 4 NI to be backdated indefinitely so that you could be owed substantial refunds.

We also check your pension position as there are significant tax liabilities for high-earning consultants and GPs.

If you have plans to grow your practice or expand through acquiring or merging with other surgeries, we can advise on cash flow, funding, succession planning and more.

To find out more about our tax planning service for doctors, please contact us by calling 01623 490 120 or by emailing This email address is being protected from spambots. You need JavaScript enabled to view it.