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 to choose what's right for you.
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.
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.
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.
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.
This article provides an overview of pension options available to dentists, including private pensions and the NHS Pension Scheme.
Planning for life after work is an exciting prospect, but knowing how much you need for a comfortable retirement can be tricky. Read more here.
Here, Simon Cosgrove, Dental Regional Manager at Wesleyan Financial Services, shares his expert insights on how to develop a secure retirement plan.
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.
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.
Here, Nicholas Etheridge, Dental Specialist Financial Adviser at Wesleyan Financial Services, offers a guide to planning a smooth transition into retirement for practice owners.
This episode discusses NHS Total Reward Statements for those within the NHS Pension Schemes in England and Wales.
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