Presentations:


Top strategies to maximise your retirement income

Presented by Tim Collyer, Montgomery Charles

 

Preparing to Sell; Maximising your practice valuation, differing deal structures and the sale process explained

Presented by Scott Gidman, Henry Schein MediEstates 


Maximising value, minimising tax

Presented by Mike Bryan, Humphrey & Coo



Event Type: 

A Montgomery Charles Preparing for Retirement Seminar for Dentists


Date / Time: 

Wednesday 22nd September 2021

18:30 - 21:30 with complimentary buffet


Location:

The Midland Hotel, 16 Peter Street Manchester, M60 2DS


Who should attend: 

Principal Dentists


Agenda:


A market update from the experts in dental practice sales
How can you boost the value of your practice now?
When is the best time to sell your practice?
Can you retire sooner rather than later?
Maximising value and minimising tax

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Dentists, its time to plan for the future

 

 

MANCHESTER

 
Wednesday 22nd September 2021
 
-  Please use Google Chrome if Internet Explorer is not loading well  -
 
Questions or Assistance call: 01225 777 999
 
 
 
 
 
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Booking fees & details:

This seminar is free to attendees.


Three dental specialist leaders will answer all the questions above and share their expertise and knowledge with you!

Speaking at this event will be Montgomery Charles’ Chartered Financial Planner Tim Collyer; a financial planning expert and specialist on the workings of NHS, who has been helping Dentists Get More Life Out Of Life© for over 25 years through strategic financial planning. He will be joined by special guest speakers Scott Gidman Henry Schein MediEstates, a specialist broker of Dental Practices and Mike Bryan; an experienced Chartered Accountant from Humphrey & Co Chartered Accountants for Dentists.

Montgomery Charles: Tim Collyer

Tim is a Chartered Financial Planner who always holds the aims and goals of his clients as if they were his own. Working in Financial Services since 1983, he has a background in training, compliance and consulting meaning he has a talent for making the complicated seem simple. Before he found his way into the financial world, Tim originally wanted to be a Dentist. With his insight into the dental profession, Tim feels that creating a robust work/life balance is paramount. His advice is always evidence based whilst its direction is led by his clients’ dreams and goals.

MediEstates: Scott Gidman

In his role as a Practice Valuation Manager for Henry Schein MediEstates, Scott spends the majority of his time in front of Dental Practice Owners providing a relevant insight into the current dental practice market. With each client’s circumstances and aspirations being completely different from the next, it is very important to establish the most appropriate route by which to achieve the clients’ preferred outcome. Before joining MediEstates in 2013, Scott spent several years working for Vodafone and RBS and so brings a wealth of knowledge and experience from other sectors; his financial background proving extremely advantageous to this role. Outside of work Scott enjoys watching and playing most sports, including football, cricket and rugby



Humphrey & Co: Mike Bryan

Chartered Accountant, Mike Bryan, has worked for Humphrey & Co since 2014 and become a Partner at the firm in May 2020. His excellent knowledge in accountancy and taxation matters within the dentistry industry has lead him to presenting and lecturing to Dentists across the country. Mike provides healthcare taxation updates to some of the largest UK banks. With a wealth of experience in the dentistry sector, Humphrey & Co act for both NHS and Private practices, assisting clients with general accounting and tax compliance, tax planning, practice sales and purchases, incorporation, financial due diligence, payroll (including auto-enrolment) and other specialist tax advice. They are members of the National Association of Specialist Dental Accountants and Lawyers (NASDAL), Confederation of Dental Employers Ltd (CODE) and the Association of Specialist Providers to Dentists (ASPD).


01225 777999 | [email protected] | www.montgomerycharles.co.uk