NHS Pension Advice & Planning

The NHS Pension Scheme is one of the most valuable benefits for doctors, consultants, dentists, locums, and other healthcare professionals — but it’s also one of the most complex. With rules around annual allowance, tapered allowance, Scheme Pays, and the McCloud remedy, many medical professionals face unexpected tax charges or confusion over their retirement options.

At Kumar Associates, we specialise in helping healthcare professionals navigate the NHS Pension. Our team understands the nuances of the scheme and provides clear, practical advice tailored to your personal and professional circumstances.

Common NHS Pension Challenges We Help With

  • Annual Allowance
    If your pension growth exceeds the annual allowance, you could face an unexpected tax bill. We calculate your position and guide you through the options.

  • Tapered Annual Allowance
    High earners may see their allowance reduced further. We model different scenarios to avoid surprise charges and plan for tax efficiency.

  • Scheme Pays Elections
    We help you decide whether to pay pension tax charges personally or via your pension fund, ensuring the choice fits your long-term strategy.

  • McCloud Remedy
    Transitional changes to the NHS Pension Scheme mean you may be able to choose which benefits apply during the remedy period. We explain your options and their impact.

  • Retirement & Exit Planning
    From early retirement to combining NHS benefits with private pensions, we’ll build a plan that maximises income and minimises tax.

Why Choose Kumar Associates?

  • Specialist Medical Accountants – Over 30 years’ experience advising GPs, consultants, locums, dentists, and pharmacists.

  • Integrated Advice – We combine tax expertise with pension knowledge to give you the full picture.

  • Clear Explanations – We translate complex pension rules into plain English, so you can make confident decisions.

  • Nationwide Support – Based in Romsey, Hampshire, we advise medical professionals across the UK.

Accounting Services

Take a look at some of our most popular accounting services.

Accounting & Book-keeping

We can prepare your annual accounts, whether you are a sole trader, in a partnership or running a company.

NHS Pension Advice & Planning

We have a dedicated payroll & pension team who provide an efficient and cost effective service.

R&D Medical Innovation Tax Relief

Our in-house R&D tax experts will guide you through the process of claiming tax relief for your innovative projects.

Expense Optimisation

Our team provide objective reviews of your finances, helping ensure compliance and peace of mind for stakeholders.

Book Your Free Medical Financial & Tax Health Check today

Is your GP practice, dental surgery, pharmacy, or private clinic turning over £250,000 or more? At Kumar Associates, specialist medical accountants, we’re offering a complimentary financial and tax health check designed specifically for healthcare professionals.

During your no-obligation consultation, we’ll review your accounts and highlight:

Think of it as a professional check-up for your finances — just as you look after patients, we look after the financial health of healthcare professionals.

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