Date / Time:
Wednesday 22nd May 2019 - 18:30 - 21:00
Cheltenham Chase Hotel, Shurdington Rd, Brockworth Gloucester GL3 4PB
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?
Tim Collyer, Chartered Financial Planner from Montgomery Charles presenting:
‘Top strategies to boost your income in retirement'
Oliver Snowden, Director at Christie & Co presenting:
‘Making a Plan - A Practical Guide to Selling your Dental Practice
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’ Tim Collyer; 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 Oliver Snowden, Director for Medical from Christie & Co a specialist broker of Dental Practices and Alex Hall from Meade King Solicitors, who have been specialising in acting for the dental professions for over 10 years.
Montgomery Charles: Tim Collyer
Tim is a Chartered Financial Planner who always holds the aims and goals of his clients as if they were his own. Working in Financial Services since 1983, he has a background in training, compliance and consulting meaning he has a talent for making the complicated seem simple. Before he found his way into the financial world, Tim originally wanted to be a Dentist. With his incite into the dental profession, Tim feels that creating a robust work/life balance is paramount. His advice is always evidence based whilst it’s direction is led by his clients’ dreams and goals.
Christie & Co: Oliver Snowden
Oliver Snowden is a Director at Christie & Co working exclusively in the dental sector and is responsible for dental practice sales in the South & South West. Oliver first joined Christie & Co in 2008 and subsequently spent two years as a mergers & acquisitions manager at one of the UK’s largest dental groups. Since re-joining Christie & Co in early 2016 Oliver has been responsible for a number of dental practice sales ranging from smaller independent practices to large group corporate sales.
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.