Top strategies to maximise your retirement income
Presented by Tim Collyer, Montgomery Charles
Preparing to Sell; the journey and what to expect as a vendor
Presented by Scott Gidman, Henry Schein MediEstates
Maximising value, minimising tax
Presented by Mike Bryan, Humphrey & Co
Event Type:
A Montgomery Charles Preparing for Retirement Seminar for Dentists
Date / Time:
Thursday 7th October 2021
18:30 - 21:30 with complimentary buffet
Principal Dentists
This seminar is free to attendees.
Speaking at this event will be Tim Collyer; an experienced Chartered Financial Planner from Montgomery Charles, who is an expert and specialist on the workings of NHS and 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 speaker Peter Cummings, Practice Valuation Manager from Henry Schein MediEstates, the largest specialist broker of Dental Practices in the UK. and Mike Bryan; an experienced Chartered Accountant from Humphrey & Co Chartered Accountants for Dentists.
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.
In his role as a Practice Valuation Manager for Henry Shein 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.
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