BDA Preparing for retirement – York

By October 3, 2019Past Events

Date / Time:

Friday 13th March 2020 - 09:00 - 17:30


Marriott York Hotel, Tadcaster Road Dringhouses, YORK, Y024 1QQ

Event Type:

British Dental Association Seminar

Who should attend:

Principal Dentists


08:30 ​Registration, refreshments and exhibition

09:00 ​Opening remarks from the Chair

09:05 ​Pre-retirement planning
Changing rules – threats and opportunities
Start with the end in mind
Making the most of what you've got
Understanding and managing risks
Tax effectiveness
Daniel James, Director of Client Services, Lloyd & Whyte

09:35 ​A pension perspective
To understand the benefits provided by the NHS pension schemes
To outline state pension entitlements, including the State Pension age, state pension increases and how to maximise state pension entitlement
To be informed of any other current developments concerning pensions.
Philip McEvoy, Head of Pensions, BDA

10:15 ​Morning refreshments and exhibition

10:45 ​Planning at retirement
Pension freedoms – what does it mean
Accessing and managing your income
Legacy and inheritance planning.
Daniel James, Director of Client Services, Lloyd & Whyte

11:30 ​Maximising value, and minimising tax, when you retire
Tax planning for employed, self-employed and incorporated dentists
Tips for making sure your NHS pension is correctly recorded
Maximising practice sale proceeds
Taxation of your retirement income
Action now for a tax efficient retirement.
Alan Suggett, Dental Partner, UNW Chartered Accountants

12:30 ​Lunch and exhibition

13.30 ​What is your practice worth?
Fluctuation of dental goodwill values over 15 years
Process of selling and maximising your value
Exit strategy and your practice disposal planning.
Anne Barker, Chief Executive Officer, MediEstates

​14:20 Legal aspects of disposing of the practice
Understanding the process involved in selling the practice and what information you will need to provide
Tips for making the transaction run smoothly
Examining the legal costs involved
Issues arising in relation to the transfer of NHS contracts
CQC issues and dealing with them successfully.
Ray Goodman, Managing Director, Goodman Grant Solicitors

​15.10 ​Afternoon refreshments and exhibition

15.40 ​Preventing post-sale problems arising from clinical care
Problems with patient complains when you retire - how immune are you really?
What are the dento-legal risks of the sale process?
What to do clinically before and during a sale to minimise the risk of problems for you on your retirement
Reviewing how the standard of your dental care could potentially affect your sale price
What to do if the buyer, or one of your patients, knocks on your door and claims you have been negligent.

16:30 ​Close of seminar


Ray Goodman - Managing Director, Goodman Grant Solicitors
Daniel James - Director of Client Services, Lloyd & Whyte
Philip McEvoy - Head of Pensions, BDA
Alan Suggett - Dental Partner, UNW Chartered Accountants
Anne Barker - Chief Executive Officer, MediEstates
Len D'Cruz - Senior Dento-legal Advisor BDA

Booking fees & details:

Dental Care Professional: £95.00
Essential member: £145.00
Expert member: £145.00
Extra member: £145.00
Senior member: £145.00
Non member: £225.00
Student member: £145.00

Come and speak to us at our stand to find out how Montgomery Charles could help you Get more life out of life. Financial Planners Mike Duddridge, Tim Collyer and Dan Alder will be waiting to discuss how we can help you plan for a successful retirement.