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Thinking about the future?


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How best to prepare for the future & succession planning

Seminar Date
Thursday, 26th April 2018
Seminar Location
Westbourne, Bournemouth
Seminar Time
19.00 - 21.00

As we approach the new tax year, it’s a good time to review your future plans. Obtaining the right information and advice is crucial as without the right financial knowledge, the risk of making the wrong choice is significantly increased.

That’s where our seminar will help. In conjunction with our colleagues at FTA Wealth & Financial Management, we’re offering you the chance to listen to the experts and find out everything you need to know about the current dental market and how best to prepare for succession/retirement planning.

Topics covered at the seminar include:

  • Dental Market update – hear about the current status of the market, what’s selling and if it’s a good time to sell.
  • Lifetime Allowance (LTA) & your NHS Pension – find out more about the pension Lifetime Allowance (including the changes due to take place in April, what the new allowance levels will mean and how to limit liabilities should you exceed the LTA), NHS Pensions, how to maximise pension benefits and minimise lifetime allowance tax charges.
  • Retirement Planning – focusing on ways to stay tax-efficient -particularly important if selling a practice.

To book your place please call 0330 053 5745 or email us.

Frank Taylor & Associates

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