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Preparing for retirement 2019, Birmingham

Event Type
Event Subject
Business management
Topic Groups (Business Management, Practice Management, Retirement)
Friday 15 March 2019
08:30 - 17:00
Crowne Plaza Hotel - B'ham NEC
Pendigo Way, BIRMINGHAM, B40 1PS, England
Booking Fees
  • Dental Care Professional: £145.00
  • 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 020 7563 4590

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Preparing for retirement

A comprehensive guide to retirement planning

Friday 15 March 2019 | BIRMINGHAM

Development outcome


Learning objectives

  • To gain financial advice on retirement
  • Understand the benefits of the NHS pension
  • To understand the issues associated with the sale of your practice
  • To gain a personal perspective on retirement for a recently retired dentist.


Sponsored by:

Goodman grant resized for website.pngMEDIESTATES.jpg 


​08.30Registration, refreshments and exhibition​
​09.00Opening 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

  • To understand the benefits provided by the NHS pension schemes
  • To outline state pension entitlements, including the State Pension age, state pension increases and how to maximise state pension entitlement
  • To be informed of any other current developments concerning pensions.

Phillip McEvoy, Head of Pensions, BDA​

​10.15​Morning refreshments and exhibition
​10.45Planning at retirement
  • Pension freedoms – what does it mean
  • 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
  • Action now for a tax efficient retirement.

Alan Suggett, Dental Partner, UNW Chartered Accountants​

​12.30Lunch 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 and dealing with them successfully.

Ray Goodman, Executive Chairman, Goodman Grant Solicitors​

​15.10Afternoon refreshments and exhibition ​

Retirement: a personal perspective

  • Going through NHS 24hrs retirement as a sole practitioner
  • Marketing and selling an NHS practice
  • Transitioning to an associate subsequent to sale
  • What I wish I had known before selling my practice and retiring

Stephen Harrison, retired Dentist​


Preventing post-sale problems arising from patient neglect

  • Problems with patient neglect when you retire – how immune are you really?
  • What to do before and during a sale to minimise the risk of problems for you on your retirement
  • What to do if the buyer, or one of your patients, knocks on your door and claims you have been negligent.

Jacinta McKiernan, Practice Management Consultant, BDA​


Retirement implications on practice staff       

  • TUPE obligations, the transfer of staff to the new owner when selling the practice
  • Legal obligations when making staff redundant.

Jacinta McKiernan, Practice Management Consultant, BDA​


Close of seminar​



Alan Suggett.jpg

Alan Suggett
Dental Partner, UNW Chartered Accountants

Alan is a Chartered Accountant and partner in charge of the Dental Business Unit of UNW LLP chartered Accountants (currently acting for more than 400 dentists).

Anne Barker.jpg

Anne Barker
Chief Executive Officer, MediEstates

Anne is the founder of the MediHoldings Group - MediCruit, MediEstates and MediFinancial, a family run, 16 year established company which offers services across the whole dental spectrum such as Practice Sales, Recruitment, Finance.

Ray Goodman resized.jpg

Ray Goodman
Executive Chairman, Goodman Grant Solicitors

Ray is the Executive Chairman of Goodman Grant Solicitors, a dedicated dental law firm that specialises in the sale and purchase of dental practices.

Stephen Harrison.jpg
Stephen Harrison
retired Dentist
Danny James resized.jpg

Daniel James
Director of Client Services, Lloyd & Whyte

Daniel has been helping dentists prepare for a financially secure retirement for over 16 years, as Director and Independent Financial Adviser at Lloyd & Whyte.

Phil McEvoy - resized.jpg
Phil McEvoy
Head of Pensions, BDA

Phil was appointed as the BDA’s Head of Pensions in July 2017.  Prior to this he worked in the occupational pensions industry and for two large trade unions, offering advice and leadership to members in a number of sectors including civil service, local government, energy, manufacturing and health.

Jacinta Mckiernan - resized.JPG

Jacinta McKiernan
Practice Management Consultant, BDA

Jacinta McKiernan is a Practice Management Consultant at the BDA. She is Chartered MCIPD qualified in human resources, who has fourteen years’ experience in delivering and advising on all aspects of human resource management and employment relations.



6 hours CPD (full day)
3 hours CPD (half day)

This seminar meets the educational criteria set by the GDC for Verifiable CPD and is certified by the British Dental Association.


How to book


BDA members can book online
(login to book - see top right of page)
By phone
020 7563 4590
By booking form
Print, complete then return a



​BDA Members: £195 ​Non-members: £275

​Dental Care Professionals: £145

​​Non-dental spouses: £145


Half day rates (3 hours CPD) - Up to 20 places available for half day AM only, which covers all sessions up to 12.30pm and lunch. Half day delegate places must be booked by phone.
*Ideal for Associates

​BDA Members: £115

​Non-members: £165

​Dental Care Professionals: £85 

​​Non-dental spouses: £85 


The fee includes refreshments, a standing buffet lunch and all course documentation.




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)​​