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Investment Advice


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Before you sell your practice we strongly advise you to consult with an Independent Financial Adviser. You will be generating a capital sum when your sale transaction completes and we feel it is important to be informed about your investment options early in the process.

Part of our service for clients who are selling is to introduce you to a specialist adviser who understands the needs of dentists. This is at our expense and a no obligation opportunity to find out about the many choices available to you to maximise your returns.

We also understand the importance of planning your sale from a tax perspective and with good planning, your personal tax liabilities can be mitigated. It is more than likely that you will incur a CGT liability but don’t worry you should be able to obtain entrepreneurs relief & we can explain how this works.

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Frank Taylor & Associates

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