Investment Advice for Principal Dentists engaged in selling their dental practice.

The time involved in preparing your practice for sale, marketing it, agreeing a deal and then getting to completion can take months or years depending on your objectives.

What is important to remember is that this process is simply a means to an end.  The end being the day you convert your dental practice into cash.

We offer expert services to dental principals which encompasses the entire buying and selling process and this includes advice on how to handle the proceeds of a sale, in a way that best meets your financial goals in the short, mid or long term.

Before completion we advise that you advise with an independent wealth manager so you can consider your options before you receive the proceeds of your dental practice sale.

We can arrange a complimentary no obligation review for you.

Typical areas of discussion are around:

  • Maximising and adapting to NHS pension changes.
  • Capital Gains Tax mitigation.
  • Tax efficient investment planning.

Please contact us if you would like to discuss a free consultation.

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