Date/Time:
Friday, 26th September 2024, 14:00-16:00
Location:
Aztec Hotel & Spa, Bristol
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’ Chartered Financial Planner, James Whittington; a financial planning expert and specialist on the workings of NHS pensions, who has extensive experience of helping dentists 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:
James Whittington
A Chartered Financial Planner, James is a financial planning expert and specialist on the workings of NHS pensions. 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:
Steve Darbon
Steve is a specialist business broker in the dental sector and deals across the entire spectrum of dental practices, working closely with sole practitioners, partnerships, multiple practice owners, regional operators and national/corporate organisations. With over a decade of experience and knowledge of business transfers, share sales, contract transfer, asset realisation and all associated property matters, Steve offers valuable insight into the market with a specific focus on Greater London and the South East.
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.
Agenda
14:00: Registration and refreshments
14:30: Presentations
James Whittington, Montgomery Charles Wealth Management presenting: ‘Top strategies to maximise your income in retirement’
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?
16:00: Drinks, canapés and mingling with speakers
Register now
Venue information
Aztec Hotel & Spa, 110 Aztec W, Almondsbury, Bristol BS32 4TS
By car:
There are ample parking spaces onsite at the hotel. On arrival take a ticket from the barrier of the car park. The hotel will give you another ticket to allow you to exit the car park without having to pay on the day of the seminar.
M4 Exit Junction 20 – East and West. Join M5 (South West) and keep to the nearside lane as lanes merge. Exit Junction 16 (M5) At the exit, stay in the left filter lane, turning left at the roundabout, heading towards Bristol/Filton. Move across to the centre lane ready for the next (large) roundabout. To reach the hotel turn right into the Aztec Business Park and then left at the small roundabout. Take the next (immediate) left turn and then left again into the hotel car park.
By rail:
Bristol Parkway is 3 miles from the hotel.
By bus:
The following bus routes pass the Aztec Hotel & Spa: 71, M1, T1, 12, 74.
