Date/Time:
Wednesday, 2nd October 2024, 19:00 – 20:30
Location:
This is an online event. Please register for the event and details on how to join will be sent to you 24 hours prior to the event start time.
Tickets:
Free. Please note that this event is open to all, but tailored for Principal Dentists
About this event
If you are a Principal Dentist or own a dental practice, we can say with complete confidence that there is no event better tailored for you and your future.
In this engaging and informative webinar delivered by leaders in their respective fields, you’ll find out everything you need to know about how to grow your practice, with the ultimate goal of selling your successful business and retiring comfortably.
Speaking at this event will be Chartered Financial Planner James Whittington; a financial planning expert and specialist on the workings of NHS pensions. He will be joined by special guest speakers from Christie & Co, specialist brokers of dental practices in the UK, and Humphrey & Co, who deliver accounting and tax compliance advice with a particular expertise in the dental sector.
The event will include a Q&A session, where you’ll have the chance to put forward your own questions for our speakers.
Our Speakers
Montgomery Charles:
James Whittington
Since graduating from Cambridge University, James has built up over 15 years’ experience across the finance industry – covering investment banking, investment modelling and risk management within the Lloyd’s of London market, and personal financial planning. James believes in having a strong technical team that also knows his clients’ circumstances inside out, to support him in delivering the best possible outcomes for his clients.
Christie & Co:
Jonathan Watson
Jonathan is a Director at Christie & Co, a leading specialist advisor for buying and selling businesses in the dental sector. For over 80 years, they have offered insight, experience and expertise, and provide a personalised service that’s focused on helping you achieve your ambitions.
christie.com
Humphrey & Co:
Mike Bryan
Chartered Accountant Mike Bryan has worked for Humphrey & Co since 2014, becoming a Partner at the firm in May 2020, and has peerless knowledge in accountancy and taxation matters within the dental industry. With a wealth of experience in the dentistry sector, Humphrey & Co act for both NHS and private practices, assisting clients with accounting and tax compliance, tax planning, practice sales and purchases, incorporation, financial due diligence, payroll and other specialist tax advice.
What to expect:
Presentations:
James Whittington, Chartered Financial Planner from Montgomery Charles Wealth Management presenting: ‘Top strategies to maximise your income in retirement’
Jonathan Watson, Christie & Co presenting: ‘Preparing your practice for sale’
Mike Byran, Humphrey & Co presenting: ‘Maximising value, minimising tax’
Followed by Breakout Rooms – a chance to chat directly with our speakers
What will be covered:
– 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 tax issues when selling a practice?
