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Pension pots and inheritance tax: time to plan, not panic

Neil Richardson, Dental Regional Manager at Wesleyan Financial Services, breaks down a hot topic among dental professionals...
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Rachel Reeves holding up the red briefcase outside Downing Street
17 October 2025

Pension pots and inheritance tax: time to plan, not panic

Neil Richardson, Dental Regional Manager at Wesleyan Financial Services, breaks down a hot topic among dental professionals...

Pensions Dentists
Professional woman and man sat in office room concentration on a piece of paper
16 October 2025

    5 min

How to avoid the 60% tax trap

In this article, we discuss how higher earners in the UK can avoid the 60% tax trap – from boosting pension contributions to donating Gift Aid and more.

Medics Financial planning Tips Dentists
Woman looking out of window holding letter
15 October 2025

October monthly market update - Reflections on September 2025

Here are some of the key themes in the global economy and financial markets that are guiding investment sentiment and the outlook for returns.

Financial planning Investments
Female dentist wearing mask and glasses treating patient

    4 min

Financial Truth 10: Your financial plan needs to grow with you

Wesleyan’s 10 Financial Truths of Practice Ownership podcast reveals the real financial challenges of running a dental practice. Financial Truth 10 discusses how your planning should evolve with you.

Financial planning Dentists

    7 min

Financial Truth 9: A clear exit strategy needs more than guesswork

Wesleyan’s 10 Financial Truths of Practice Ownership podcast reveals the real financial challenges of running a dental practice. Financial Truth 9 shares the importance of early exit strategy planning.

Financial planning Dentists
Young female dentist in scrubs smiling

    4 min

Financial Truth 8: Some cover leaves you uncovered

Wesleyan’s 10 Financial Truths of Practice Ownership podcast reveals the real financial challenges of running a dental practice. Here we have Financial Truth 8: the risk of being under-insured.

Financial planning Dentists
Male dentist smiling

    3 min

Financial Truth 7: There are better ways to keep the best people

Wesleyan’s 10 Financial Truths of Practice Ownership podcast reveals the real financial challenges of running a dental practice. Financial Truth 7 explores strategies for keeping your team motivated.

Financial planning Dentists
Young male dentist in PPE pulling down mask to smile

    4 min

Financial Truth 6: You can bridge the gap from NHS to private

Wesleyan’s 10 Financial Truths of Practice Ownership podcast reveals the real financial challenges of running a dental practice. Financial Truth 6 is all about bridging the gap from NHS to private dentistry.

Financial planning Dentists
Smiling female dentist standing in front of dentist chair

    4 min

Financial Truth 5: When surplus funds are sleeping it's time for a wake up call

Wesleyan’s 10 Financial Truths of Practice Ownership podcast reveals the real financial challenges of running a dental practice. Here is Financial Truth 5: investing surplus funds for growth.

Financial planning Dentists