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CANCELLED - Preparing for retirement 2021, Chester

Event Type
Event Subject
Business management
Development Outcomes (B, D)
Topic Groups (Business Management, Retirement, Finance)
Friday 12 March 2021
09:00 - 16:30
Crowne Plaza Hotel, Chester
Trinity Street, CHESTER, CH1 2BD, England
Booking Fees
  • Essential member: £195.00
  • Expert member: £195.00
  • Extra member: £195.00
  • Senior member: £195.00
  • Non member: £275.00
  • Student member: £195.00

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Contact details

Contact Rebecca Quin

Tel 0207 5634199

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Preparing for retirement

A comprehensive and independent guide to retirement planning

CHESTER    |    Friday 12 March 2021  ***CANCELLED***

 Please note we have run this as an online event and details can be found below:

4, 11 and 18 November 2020 | ONLINE


Sponsored by:


Goodman grant.jpgMediestates.jpg

Learning content and objectives:

  • Gain financial advice on retirement
  • Understand the benefits of the NHS pension
  • Understand the issues associated with the sale of your practice

How to book

​​**We are currently unable to accept payment by cheque and bookings by post. Therefore please book online, over the phone or email a completed booking form to**




BDA members can book online
(login register - see top right of page)

By phone

020 7563 4590

By booking form

Print, complete then return a

booking form

To book online:

Login to the BDA website first. Then use the pink 'Register' button at the top right of this page.

Please note: If you have a GDC number you can use the online system. You do not need to be a BDA member.

If you do not already have a BDA website username and password, fill in this form and we'll set you up with a username and temporary password.

If booking online, please email with any dietary requirements.

Full day fees:
*Early-bird prices

​BDA members: £145 £195

Non-members:  £225 £275

​Dental Care Professionals: £95 £145


Half-day only (am) fees:
*Early-bird prices

​BDA members: £90 £115

Non-members:  £140 £165

​Dental Care Professionals: £60 £85

*Early-bird prices available until Friday 18 December 2020 

All costs includes refreshments, a standing buffet lunch and course documentation (where applicable). This event is exempt from VAT.


​08:30 ​Registration, refreshments and exhibition
​09:00 Opening remarks from the Chair​

Pre-retirement planning

  • Changing rules – threats and opportunities
  • Start with the end in mind
  • Making the most of what you've got
  • Understanding and managing risks
  • Tax effectiveness.

Daniel James, Director of Client Services, Lloyd & Whyte


A pension perspective

  • Understand the benefits provided by the NHS pension schemes
  • Outline state pension entitlements, including the state pension age, state pension increases and how to maximise state pension entitlement
  • Be informed of any other current developments concerning pensions.

Philip McEvoy, Head of Pensions, BDA

​10:15 Morning refreshments and exhibition​

Planning at retirement

  • Accessing and managing your income
  • Legacy and inheritance planning.

Daniel James, Director of Client Services, Lloyd & Whyte


Maximising value, and minimising tax, when you retire

  • Tax planning for employed, self-employed and incorporated dentists
  • Tips for making sure your NHS pension is correctly recorded
  • Maximising practice sale proceeds
  • Taxation of your retirement income
  • Actions to take now for a tax-efficient retirement.

Alan Suggett, Dental Partner, UNW Chartered Accountants

​12:30 Lunch and exhibition​

What is your practice worth?

  • Fluctuation of dental goodwill values over 15 years
  • Process of selling and maximising your value
  • Exit strategy and your practice disposal planning.

Anne Barker, Chief Executive Officer, MediEstates


Legal aspects of disposing of the practice

  • Understanding the process involved in selling the practice and what information you will need to provide
  • Tips for making the transaction run smoothly
  • Examining the legal costs involved
  • Issues arising in relation to the transfer of NHS contracts
  • CQC issues.

Ray Goodman, Executive Chairman, Goodman Grant Solicitors

​15:10 Afternoon refreshments and exhibition​

Preventing post-sale problems arising from clinical care

  • Problems with patient complaints when you retire – how immune are you really?
  • What are the dento-legal risks of the sale process?
  • Actions to take clinically before and during a sale to minimise the risk of problems for you during your retirement
  • Reviewing how the standard of your dental care could potentially affect your sale price
  • What to do if the buyer, or one of your patients, knocks on your door and claims you have been negligent.

Lynn Stephens, Dento-Legal Advisor, BDA

​16:30 Close of seminar​


About the speakers


Anne Barker
Chief Executive Officer, MediEstates

Anne is the CEO at MediHoldings and a member of the company's board of directors. MediHoldings is the parent company that delivers services to the dental profession including practice sales, recruitment and financial funding through the subsidiary companies MediEstates, MediCruit and MediFinacial. Majority acquired in April 2017 by Henry Schein Inc MediHoldings has joined the largest dental services corporation globally.

Anne manages the sales and valuations element at MediHoldings, her specialist sector for the last 20 years, where she understands the needs of dental professionals, practice owners, and buyers for both the independent and corporate markets. She is responsible for facilitating company activity in consulting, sales and alliances while instilling a passion for the company's services and unique approach to our customer experience.


Ray Goodman
Executive Chairman, Goodman Grant Solicitors


Daniel James
Director of Client Services, Lloyd & Whyte

Phil McEvoy.jpg

Philip McEvoy
Head of Pensions, BDA


​Lynn Stephens
Dento-Legal Advisor, BDA

Lynn brings 15 years of dento-legal experience, including as a senior dento-legal adviser and underwriting committee member for a large mutual defence organisation. Lynn managed the landmark Judicial Review of Powys LHB in 2014 which overturned the disallowing of NHS fees on the grounds that a full clinical examination had not been recorded and was therefore deemed not to have taken place. In 2015 the Court of Appeal confirmed the High Court’s decision to rule in favour of the dentists involved.


Alan Suggett
Dental Partner, UNW Chartered Accountants


Thank you to our sponsors - Goodman Grant Solicitors and MediEstates

Goodman grant.jpg

Goodman Grant Solicitors

Headed by NASDAL Lawyers Group Past Chairman Ray Goodman and ASPD Past Chairman John Grant, there is no law firm in the country better equipped to provide solutions to dentists’ legal issues. With over 75 years combined experience and the largest team of specialist dental lawyers in the country, Goodman Grant has a comprehensive understanding of the commercial and professional objectives of dental practices, along with the relevant legal requirements.
We are experienced in dealing with the intricacies of dental law which enables us to efficiently handle the specific requirements of the dental industry. As a specialist practice our team deals with dental practice transactions on a national basis from our offices in Liverpool, Leeds and London. Our scope is not limited to dental practice sales and purchases, with experts in each area we are well equipped to assist dentists with all of their legal requirements.



MediEstates is a family run business that has grown and developed alongside the dental industry and is now acknowledged as the largest specialist broker of Dental Practices in the UK. Our signature approach, personable yet highly driven, has seen us set the benchmark service standards within the sector. Selling your practice can be a difficult time, our expert advice is there to ease the process and inform you at every stage. Alongside our sister companies of MediCruit and MediFinancial we form the UK’s largest dental consultancy company and have the know-how to make your sale as effortless as we can.



Crowne Plaza Chester
Trinity Street, Chester CH1 2BD

The hotel is a short taxi ride from Chester Train station. There is limited chargable onsite parking at the hotel.

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5 hours 30 minutes CPD

The seminar meets the educational criteria set by the GDC for verifiable CPD (5 hours 30 minutes) and is certified by the British Dental Association.



If you wish to stay overnight during the event please contact MICE Concierge our appointed hotel booking agency by email or call 01438 908770.

 Full terms and conditions (including cancellation policy)