Back
All of our e-learning courses are included in our Individual Subscription memberships.
CPD Approx.1:30 Hours
£20.00

P044 Financial Planning for Practice Owners at Retirement

Speaker: Jon Drysdale

  • About This Course

This presentation by Jon Drysdale considers the financial planning ‘crossroads’ that dentists are faced with at retirement. Specific consideration is given to the NHS pension, ‘24 hour retirement’ and HMRC Lifetime Pension Allowance issues.

Aims

This course aims to provide an overview for the learner the NHS pension options and '24 hour retirement' for dentists selling an NHS practice.

Objectives

To examine the common financial planning challenges facing practice owners before and after retirement. 

Learning Outcomes

The talk will walk through NHS pension options and '24 hour retirement' for dentists selling an NHS practice. Technical planning considerations on HMRC's Lifetime Pension Allowance are covered along with a brief update on how best to invest for income in retirement.

GDC Development Outcomes

You may also like...