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Event Name: Top Strategies That Boost Your Retirement Income Whilst Making the Final Decade of Your Career Really Count

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Event Type: A Montgomery Charles Seminar for Principal Dentists

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Date: 16th May 2018

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Arrival time: 18:30 for 19:00 - Coffee and pastries are provided at 18:30 upon arrival

Presentations commence: 19:00

Buffet: The presentations will be followed by a buffet at 20:30 and a chance for you to mingle with the speakers.

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Location: Aztec Hotel & Spa, Aztec West, Almondsbury, Bristol BS32 4TS

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Speakers:

Mike Marigold, CEO – Montgomery Charles

Alison Bates, Business Development Manager - MediEstates

Alex Hall, Partner – Meade King

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Questions which will be addressed:

  • How can I avoid or reduce the impact of my Pension Lifetime Allowance?
  • When is the best time to sell my practice?
  • Can I retire sooner rather than later?
  • How can I boost the value of my practice now?
  • What are other practices selling for this year?
  • What are the legal issues and processes of selling a practice?

Three dental specialist leaders will answer all the questions above and share their expertise and knowledge with you!

Speaking at this event will be Montgomery Charles’ CEO Mike Marigold; a financial planning expert and specialist on the NHS pension, who has been helping Dentists Get More Life Out Of Life© for over 20 years through strategic financial planning. He will be joined by special guest speakers; Business Development Executive Alison Bates from MediEstates, the largest specialist broker of Dental Practices in the UK and Partner Alex Hall from Meade King Solicitors, who have been specialising in acting for the dental professions for over 10 years.

About the speakers:

Montgomery Charles: Mike Marigold

Over the last 21 years of helping Dentists improve their prospects and helping them make their money work for them, Mike has realised its not all about the money. It's about living well and getting the most out of life. Yes, he understands the workings of the NHS, how to save tax, and build wealth for you and your family, but understanding your aims and goals is far more important. He will help you live life on purpose. You might find you could retire earlier than expected!

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MediEstates: Alison Bates

Alison has 13 years experience within the healthcare acquisitions sector working for both corporate and independent companies. Her expertise includes business development, valuing and transitions. Alison is responsible for conducting detailed business appraisals and valuations with practice owners to assist them with their exit strategy. Her knowledge of the sector enables her to provide useful market insight and advice tailored to each different business.

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Meade King: Alex Hall

Alex has specialised in acting for dentists, orthodontists, dental companies and local dental committees nationwide for over ten years. Practising corporate, commercial and regulatory law, he acts for many dental clients in the purchase and sale of practices, incorporations and NHS England contract disputes, providing expert niche and technical advice. He writes about such issues regularly in the dental press and speaks at dental seminars. He and his team of ten are currently celebrating having completed the sale or purchase of 200 practices with an aggregate value of £167 million across the country in the space of the last 4 years, an average of a completion every 6 days.

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Please note: There is no charge to you for this event. We look forward to you joining us for what will be a highly interesting, informative and enjoyable evening.

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P.S. It's rare that you get the opportunity to learn about your future from a specialist, do take advantage of this now and contact us today.

P.P.S. Pensions and retirement have never been so complicated; failure to seek advice could have a detrimental effect on your retirement.