Date/Time:
Wednesday, 19th June 2024, 18:30 – 21:30
Location:
The Portsmouth Marriott Hotel is easily accessible from the M27/M275 regardless of the direction of travel. Full address: Southampton Road, Portsmouth, PO6 4SH.
View venue information
Tickets:
Free to all 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 seminar 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 Montgomery Charles’ CEO, Mike Marigold; a financial planning expert and specialist on the workings of NHS pensions, who has been helping dentists for over 25 years through strategic financial planning. 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 concludes with a complimentary buffet and Q&A, where you’ll have the chance to ask questions and soak up the expertise of the speakers. We hope to see you there!
Our Speakers
Montgomery Charles:
Mike Marigold
Over the last 27 years of helping Dentists improve their prospects and helping them make their money work for them, Mike has realised it’s 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!
Christie & Co:
Tony Walker
Tony has 20 years of agency experience in the sale of businesses and property. He has worked with a wide range of companies and individuals to help them achieve their objectives in the disposal of property, businesses and other assets. With a client led approach, Tony understands the importance of every step of the business transfer process and working with all parties to ensure a successful sale.
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.
humph.co.uk
Agenda
18:30: Registration & Refreshments
19:00: Presentations
Mike Marigold, CEO from Montgomery Charles Wealth Management presenting: ‘Top strategies to maximise your income in retirement’
Tony Walker, Associate Director at Christie & Co presenting: ‘Preparing your practice for sale’
Mike Bryan, Humphrey & Co presenting: ‘Maximising value, minimising tax’
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?
20:30: Buffet & Mingling with Speakers
Register now
Venue information
The Portsmouth Marriott Hotel is easily accessible from the M27/M275 regardless of the direction of travel. Full address: Southampton Road, Portsmouth, PO6 4SH.
By road:
Via A36 and M27.
Follow A362, A36 and M27 to Southampton Rd/A27 in Cosham, Portsmouth. Take the exit from M275.
Continue on Southampton Rd/A27 to you destination.
Free parking is available for event attendees.
Rail links:
Cosham Train station is approximately 2.94km from the Marriot Hotel.
Bus Routes:
Buses leave regularly from Portsmouth City Shops South (Stop E), duration is 16 mins direct to hotel.
