Date / Time:
Thursday 24th January 2019 - 18:30 - 21:00
Location:
Mercure Farnham Bush Hotel, The Borough, Farnham, GU9 7NN
Event Type:
A Montgomery Charles Preparing for Retirement Seminar for Dentists
Who should attend:
Principal Dentists
Agenda:
• 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?
Speakers:
Mike Marigold, CEO from Montgomery Charles presenting:
‘Top strategies that boost your retirement income whilst making the final decade of your career really count’
Abi Greenhough, Lily Head Dental Practice Sales presenting:
'How to maximise the value of your dental business and attract the best buyers'
Alex King from Meade King presenting:
'Selling a Practice - the legal issues and process'
Booking fees & details:
This seminar is free to attendees.
BOOK HERE: http://bit.ly/farnham2019-register
Which Dentists should attend:-
• Principals in the last 10 years of their professional life.
• Practitioners whose NHS pension will approach or exceed £43,478 (1995 section) or £50,000 (2008 or 2015 section) in retirement or whose private pension value will exceed £1,000,000 or a reduced combination of both of the above.
• Principals contemplating the sale of their practice.
• Practice owners who wish to maintain their standard of living after they stop work.
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 Director Abi Greenhough from Lily Head Dental Practice Sales, a specialist broker of Dental Practices and Partner Alex Hall from Meade King Solicitors, who have been specialising in acting for the dental professions for over 10 years.
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 with purpose. You might find you could retire earlier than expected!
Lily Head Dental Practice Sales: Abi Greenhough
Abi is a Director at Lily Head Dental Practice Sales. She leads the valuation team and has overall responsibility for ensuring our valuations are accurate and reflect the unique characteristics of each dental practice we represent. Abi has a deep understanding of the dental business market; the steps principals should take to maximise the value of their business and how to get the outcome you want.
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.
Register