Post-Budget financial planning: What dentists need to know now

What to expect

With the dust settling on Rachel Reeves' latest Budget, Chase de Vere are hosting a webinar exclusively for BDA members, to help you unpack the changes and what they mean for your financial planning.

Billed as a tough Budget, it did not disappoint — especially for business owners. Some anticipated changes materialised, like adjustments to capital gains and inheritance tax, sparking new considerations for investors and those planning their estates. And while there is relief that pension tax rules remained intact for now, this reprieve serves as a reminder: taking advantage of today’s opportunities is crucial, as tomorrow’s rules may not be so forgiving.

Session highlights

The webinar will cover:

• Key Budget changes: Understand the updates on capital gains, inheritance tax, and other new policies impacting your financial planning.
• Unchanged opportunities: A recap of what is still available for tax efficiency, from pensions to ISAs— opportunities you may want to lock in now.
• Practical planning tips: Clear actions you can take to make the most of current allowances and strategies, especially if future changes arise.
• Live Q&A: Get your questions answered by our experts and receive advice tailored to the medical profession.

Whether you are planning for the future or adjusting to today’s landscape, this session will arm you with expert insights to ensure you are making the most of what is available. Don’t miss this chance to future-proof your financial plan.

Register now to secure your place for this essential Budget breakdown.