Date/Time:
Wednesday, 30th April 2025, 18:30 – 21:30
Location:
The Shard, 32 London Bridge Street, London, SE1 9SG
View venue information
Tickets:
Free to all Principal Dentists
CPD:
1.5 hours verifiable
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.
You can now also take advantage of 1.5 hours of verifiable CPD.
Speaking at this event will be Montgomery Charles’ Chartered Financial Planner 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 Lily Head Dental Practice Sales, specialist brokers of dental practices in the UK, and Foresight Group,
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 – and you might find you could retire earlier than expected!
Lily Head
Abi Greenhough
Abi Greenhough is the Managing Director of Lily Head Dental Practice Sales and a Director of Lily Head Finance. She is one of the UK’s most respected experts on valuing dental practices and identifying ways of improving valuations and negotiating the best outcomes for vendors. As a board member of Lily Head Finance, Abi has a deep understanding of buyers’ business objectives and how they can get the best finance deals with the best terms. Abi and her team absolutely believe that every transaction must be amazing for vendors and purchasers.
dentalpracticesales.co.uk
Foresight Group:
Oliver Wilde
Oliver is a Senior Business Development Manager based in the South West. He joined Foresight in May 2021, having previously worked at SC Johnson Professional. Foresight Group have over 27 years’ experience in helping individuals and businesses become more tax-efficient. They offer solutions to managing business relief for IHT planning, Venture Capital Trusts (VCTs) and Enterprise Investment Scheme’s (EIS’s), amongst others.
foresight.group
Agenda
18:30: Registration & Refreshments
19:00: Presentations
Mike Marigold, Montgomery Charles Wealth Management presenting:
‘Top strategies to maximise your income in retirement’
Abi Greenhough, Lily Head Dental Practice Sales presenting:
‘Maximise your exit value in any market at any any time’
Oliver Wilde, Foresight Group presenting:
‘Helping Business owners to be more Tax Efficient’
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 tax issues and investment schemes should I be aware of when planning for the future?
20:30: Buffet & Mingling with Speakers
Register now
Venue information
The Shard, 32 London Bridge Street, London, SE1 9SG
By road:
The secure underground car park at The Circle is a quick walk from The Shard along Tooley Street, or along the river Thames. Spaces can be pre-booked. Full info
Rail links:
London Bridge underground and overground stations are both a stone’s throw from the venue. The overground station has direct routes to Cambridge, Bedford and Peterborough, Brighton and the South.
Bus Routes:
London Bridge Bus Station (routes 47, 343, 381, N199, and N381 amongst others). Full info
