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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 hr retirement’ and HMRC Lifetime Pension Allowance issues.

Learning Outcomes

Aims

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

Objectives

The talk will walk through NHS pension options and ‘24 hr 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.

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