Preparing for retirement seminars to be held across the UK

shutterstock_143828704After the outstanding success of Patient Plan Direct’s previous ‘Preparing for retirement’ seminars across the UK, it is teaming up once again with practice sales agents, PFM Dental and dental solicitors Goodman Grant, to host an informative and jam packed seminar to ensure those thinking of retirement in the coming years have a solid understanding of all there is to consider.

The full day session is packed with highly specialist advice from PFM’s practice valuation team on how to get the best price and terms for your practice with a new presentation from corporate specialist Martyn Bradshaw entitled: ‘Is my practice suitable for a corporate?’.

An accountancy focused presentation from PFM Townsend will include information and guidance on making the most of ‘entrepreneur’s relief’, year end complications and how careful preparation can save tax on the sale of your practice.

PFM’s independent financial advisers will also deliver presentations on managing retirement income, pre and post retirement strategies and making the most of tax breaks.

Hot topics include the HMRC’s changes to pension limits and how the NHS pension interacts with these.

Simon Reynolds, commercial director of Patient Plan Direct, will be discussing how a dental plan can enhance the value of your practice and how to ensure a dental plan is as profitable as possible to attract potential buyers.

Finally, Goodman Grant will deliver vital information on preparing your practice for a buyer’s due diligence checks and what to expect from a sale/purchase contract.

Subjects such as the transfer of an NHS contract will also be covered.

Places are limited and will be allocated on a first come, first served basis, so book soon to avoid disappointment.


For further information and to book a place, please contact Mandy Wraige by email: [email protected] or telephone: 0845 241 4480.

More information can also be found here.

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