Date / Time:
Wednesday 20th March 2019 - 18:30 - 21:00
De Vere Oxford Thames Hotel, Henley Road, Sandford-on-Thames, Oxford, OX4 4GX
A Montgomery Charles Preparing for Retirement Seminar for Dentists
Who should attend:
• 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?
Mike Marigold, CEO from Montgomery Charles presenting:
‘Top strategies to boost your income in retirement'
Alison Bates, Practice Valuation Manager from MediEstates presenting:
‘10 years of history of dental practice values and the process of selling’
Alex Hall from Meade King Solicitiors presenting:
'Selling a Practice - the legal issues and process'
Booking fees & details:
This seminar is free to attendees.
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; 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.
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!
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.
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