3 min
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.
6 min
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.
15 min
This episode discusses how dental practice owners can start planning their exit strategy as they approach retirement. Listen now.
When the Lifetime Allowance (LTA) was abolished in April 2024, two new allowances were introduced – the LSA and the LSDBA. Here we look at what they are and when they apply.
In this video, experts from Wesleyan Financial Services discuss what you need to know before taking a career break as a female dental professional.
5 min
Making the move from NHS dentistry to private practice is an exciting career move, but what impact could it have on your finances? Learn more now.
4 min
Here, Nicholas Etheridge, Dental Specialist Financial Adviser at Wesleyan Financial Services, offers a guide to planning a smooth transition into retirement for practice owners.
7 min
This episode discusses NHS Total Reward Statements for those within the NHS Pension Schemes in England and Wales.
This episode discusses NHS Total Reward Statements for those within the NHS Pension Schemes in Scotland and Northern Ireland.
With lots of rules, exceptions and reliefs, inheritance tax can get quite complicated - but it doesn't have to be. Find out more in this guide, including what you need to know about the nil-rate band.
9 min
However far away retirement might be for you, it’s never too early to start thinking about how you’re going to fund it. In this guide, we share everything you need to know about investing for your future.
2 min
Deferring your pension benefits isn’t always as straightforward as it sounds, and it’s important to check any conditions with your pension provider before making any decisions. Read more.
8 min
An annuity, or guaranteed pension income, is one of the ways you can use your pension pot to fund your retirement - but it's important to do your research. Read more in this guide.
27 min
This podcast episode discusses how important it is for dental professionals to understand their financial position when planning for retirement.
Gifting assets when you're still alive is a common inheritance tax strategy. Here are rules around what you can give, and when.
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.
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.
In this guide, we look at various ways parents and grandparents can give their children a head start on savings - from junior ISAs to fixed-term savings and more.
The Lifetime Allowance was removed in April 2024, but what are the changes and how do they affect your pension planning? Read more in this article.
If you’re thinking about estate planning but aren’t sure where to start, we’ve put together a few steps to help you get your finances in order. Read more here.
How can you reduce the amount of inheritance tax you pay when you die? From making a will to spousal exemptions, we share ways to help you leave more to your loved ones.
Here, Simon Cosgrove, Dental Regional Manager at Wesleyan Financial Services, shares his expert insights on how to develop a secure retirement plan.
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