3 min
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.
5 min
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.
Discover how volunteering in retirement led to the creation of Hope Housing, helping people experiencing homelessness move towards independent living.
4 min
Market ups and downs are a natural part of investing. See why staying invested and having a clear plan can help you navigate uncertainty with confidence.
Discover why diversification is key to long-term retirement planning and how dentists can build a balanced investment strategy for the future.
13 min
From NHS pension complexities to private income gaps, this podcast discusses retirement planning for dentists.
Discussing money with family can be difficult, but open conversations bring clarity, reduce conflict and help loved ones prepare for the future. Read more.
Selling your practice? See how a specialist accountant can help prepare your financials for buyers and maximise the value of your business.
6 min
Here, we explore the business structures available for dental practices, including the sole trader model, limited companies and partnerships.
From pension freedoms to the 2027 inheritance tax changes, see why now is the time to review how your pension fits into your overall retirement plan.
In this article, we discuss how dental professionals can optimise their tax position through business structure, pensions, allowances and more. Read now.
How might your pension be affected by changes to inheritance tax coming into effect from April 2027? Learn how your future planning might be impacted here.
17 min
From NHS pension reforms to rising retirement ages, this podcast explores why retirement planning is crucial for dentists.
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.
Scams are becoming increasingly sophisticated. Learn how to spot fraud tactics, recognise warning signs, and stay safe online.
This podcast discusses the new inheritance tax rules that come into effect from April 2027.
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.
