6 min
Find out what managed funds are, how they work and how to start investing in them - as well as handy tips on diversification, affordability and tracker funds.
3 min
A pension drawdown, otherwise known as a flexi-access drawdown (FAD), is one way you can take your pension. Find out more about whether pension drawdown is right for you in this guide.
Here, we talk through how you can dip into your pension pot throughout your later years - including some key advantages and disadvantages of doing so.
5 min
Here, we outline how dentists can get tax year-end ready - from reviewing pension contributions to making the most of ISA allowances and more.
Is buy-to-let property investment still worth it for dentists? From tax changes to landlord pressures and alternative investment options, learn more here.
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.
Here we share the bespoke ways you can choose to take your pension - from lump sums to annuities. We also compare pension options, helping you choose what's right for you.
10 min
From tax benefits to the ease of planning finances, this podcast discusses the benefits of drip feeding pension contributions for dentists.
7 min
Thinking about stepping away from practice ownership? From defining your goals to common mistakes to avoid, here are some tips for planning your exit.
Head of Dental at Wesleyan Financial Services, Iain Stevenson, shares three key steps empty nesters can take to reassess financial situations and plan for the next chapter.
Here we outline everything you need to know about pensions as a limited company director – from how to make contributions to potential tax benefits.
Here, Morna Beattie, Dental Specialist Financial Adviser at Wesleyan Financial Services, shares some of the benefits of drip feeding pension payments throughout the year.
17 min
Brought to you by Wesleyan Financial Services, this episode discusses how dentists can successfully plan for the sale of their practice for retirement.
How early can you retire from the NHS? From how benefits are calculated to key tax considerations, find out everything you need to know in this guide.
4 min
Following the 2024 Autumn budget, pensions may no longer be exempt from inheritance tax from 2027. Learn how this could impact your future planning here.
With three different parts of the scheme in operation, your NHS pension may not be the easiest thing to understand. In this guide, you can find out exactly how membership works.
Considering a flexible retirement? Here we discuss partial retirement vs. retire and return - and the potential benefits and challenges.
Here, Specialist Financial Adviser at Wesleyan Financial Services, Karen Watson-Brown, highlights the potential benefits of taking partial retirement. Read more.
Thinking about accessing your pension savings while you work? From how you can start to slow down to potential tax implications, see how you can take a flexi-retirement.
Thinking about selling your dental practice? Learn more about what the process involves – from working out your timelines to preparing your staff.
Worried about inheritance tax eating into your estate? Proper estate planning can help you leave more to those you love most.
In this video, Wilf Moralee, Regional Manager at Wesleyan Financial Services, talks through how to avoid shortfalls and ensure your workplace pension is sufficient.
Do you have surplus cash sitting in your business bank account? Learn how commercial investments could help you grow your money and combat inflation.
Here, we delve into the 67.5% tax trap that can occur when you're a higher earner in Scotland - from how it works to ways you can avoid it.
Making the move from NHS dentistry to private practice is a significant career milestone, but what impact will it have on your pension? Find out more here.
