Where to invest your money in 2025

A well-managed investment portfolio doesn’t just protect your wealth – it helps it grow. 

We design investment strategies for dental practice owners that are sustainable, tax-efficient, and tailored to your lifestyle goals.

 

Dentists work hard.
So should their investments.

We’ll make sure the money you set aside for the future is invested sensibly, efficiently and sustainably, to help you achieve your financial and lifestyle goals.

We start by identifying your investment aims and understanding your attitude to risk. That allows us to build a long-term portfolio strategy that you feel comfortable with, and can stick with, over time.

 

Reasons to reconsider investing in personal pensions

  • 1. Taxes and pension funds

    Post-Budget, pensions can be taxed up to 90% from April 2027

  • 2. Opportunity cost

    Should you be saving for the future or spending and enjoying life now?

  • 3. PCLS Cap

    Pension commencement lump sum is capped at £268,275

  • 4. Unpredictable

    Future governments are likely to continue to make changes to pensions

  • 5. Retirement income

    You may already have enough income in retirement to provide for your lifestyle

Webinar: Post Budget: Five Reasons to Stop investing in Personal Pensions in 2025

Interested in learning more about pensions and what dentists specifically need to watch out for?

Dentistry members can watch Wealthwide's Managing Director, Thomas Dickson presenting a webinar recorded on Thursday 6 February 2025


 

Want some more clarity over your finances?

Answer just a few simple questions in our quiz, the Financial Freedom Scorecard – it takes just two minutes to complete!

 
“I’d successfully managed my own investments for a number of years but giving the reins to Wealthwide has given me a new level of confidence. They’ve been able to keep a much closer eye on my investments, and I know if anything happens to me, my wife and family can rely on their expert guidance.”
— Chris Lowe Orthodontist

Please be aware of the following investment risks

  • The value of your investment can go down as well as up and you may not get back the full amount invested

  • When investing your capital is at risk

  • Levels and bases of, and reliefs from taxation are subject to individual circumstances and may be subject to change.

  • The Financial Conduct Authority does not regulate taxation and trust advice and will writing.