The Wesleyan Podcast

In this episode, brought to you by Wesleyan Financial Services, partnership account manager Carly Millan Page talks to specialist financial adviser Morna Beattie and Anna Coff from EQ Accountants about improving financial and tax positions for dentists in Scotland.

They discuss post-SDR changes, the rise of private practice, associates buying in, and key tax considerations such as whether to operate as a limited company for efficiency.

 

This podcast is for information only and doesn’t constitute financial advice.

Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority. Tax treatment depends on individual circumstances and may be subject to change in future.

Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority. Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you. Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.

In the final part of the ten financial truths every dental practice owner should know, Wesleyan Financial Services Regional Manager Simon Cosgrove discusses the importance of your financial plan growing with you.

This podcast is for information purposes only and does not constitute financial advice.

Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority. Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.

Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.

In part nine of ten of the financial truths every dental practice owner should know, Wesleyan Financial Services Regional Manager Simon Cosgrove talks about how a clear exit strategy needs more than guesswork.

Estate planning/inheritance tax: Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority. Tax treatment depends on individual circumstances and may be subject to change in future.

This podcast is for information purposes only and does not constitute financial advice.

Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority. Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.

Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.

In part eight of ten financial truths every dental practice owner should know, Wesleyan Financial Services Regional Manager Simon Cosgrove explains how some insurance cover could actually leave you uncovered.

Wesleyan Financial Services is a broker. Insurance products are provided by a number of selected insurers.

This podcast is for information purposes only and does not constitute financial advice.

Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority. Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.

Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.

In part seven of the ten financial truths every dental practice owners should know, Wesleyan Financial Services Regional Manager Simon Cosgrove explains how there are better ways to keep the best people.

Wesleyan Financial Services is a broker. Insurance products are provided by a number of selected insurers.

This podcast is for information purposes only and does not constitute financial advice.

Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority. Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.

Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.

In part six of the ten financial truths every dental practice owner should know, Wesleyan Financial Services Regional Manager Simon Cosgrove explains how you can bridge the gap from NHS to private work.

This podcast is for information purposes only and does not constitute financial advice.

Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority.

Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.

Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.

‘WESLEYAN’ is a trading name of the Wesleyan Group of companies. Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority and is wholly owned by Wesleyan Assurance Society.

Wesleyan Assurance Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Incorporated in England and Wales by Private Act of Parliament (No. ZC145).

Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.

Practice Plan Limited (Registered in England and Wales No. 03089948). Registered office: Cambrian Works, Gobowen Road, Oswestry, Shropshire, SY11 1HS. Telephone: 01691 684120.

Practice Plan Limited is an introducer appointed representative of Wesleyan Financial Services Limited. Where required by law, loans will be regulated by the Financial Conduct Authority and the Consumer Credit Act 1974.

Medenta Finance Limited, authorised and regulated by the Financial Conduct Authority No: 715523. Registered in Scotland, No: SC276679. Registered address: 50 Lothian Road, Festival Square, Edinburgh, EH3 9WJ. Tel: 01691 684175.

Medenta act as a credit broker, not a lender and will introduce practices to V12 Retail Finance Limited for which Medenta will receive an introduction commission from Secure Trust Bank plc, V12 Retail Finance Limited’s parent company.

V12 Retail Finance Limited is authorised and regulated by the Financial Conduct Authority. Registration number: 679653. Registered office: Yorke House, Arleston Way, Solihull, B90 4LH. Correspondence address: 25-26 Neptune Court, Vanguard Way, Cardiff CF24 5PJ.

V12 Retail Finance Limited act as a credit broker, not a lender, and only offers credit products from Secure Trust Bank PLC. Not all products provided by V12 Retail Finance are regulated by the Financial Conduct Authority. Secure Trust Bank PLC trading as V12 Retail Finance are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registration number: 204550. Registered office: Yorke House, Arleston Way, Solihull, B90 4LH. Telephone calls may be recorded for monitoring and training purposes.

In part five of the ten financial truths every dental practice owner should know, Wesleyan Financial Services Regional Manager Simon Cosgrove talks about when surplus funds are sleeping, it's time for a wake up call.

The value of your investment can go down as well as up and you may get back less money than you invested.

This podcast is for information purposes only and does not constitute financial advice.

Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority.

Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.

Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.

In part four of the ten financial truths every dental practice owner should know, Wesleyan Financial Services Regional Manager Simon Cosgrove explains how all it takes for problems to emerge is a single domino to fall.

Wesleyan Financial Services Limited is a broker and insurance products are provided by a number of selected insurers.

This podcast is for information purposes only and does not constitute financial advice.

Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority.

Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.

Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.

In part three of the ten financial truths every dental practice owner should know, Wesleyan Financial Services Regional Manager Simon Cosgrove looks at how one loose legal thread can pull apart your partnership.

Wesleyan Financial Services Limited is a broker and insurance products are provided by a number of selected insurers.

This podcast is for information purposes only and does not constitute financial advice.

Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority.

Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.

Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.

In part two of the ten financial truths every dental practice owner should know, Wesleyan Financial Services Regional Manager Simon Cosgrove looks at how growing your business isn’t always a straight line.

Wesleyan Financial Services is a credit broker not a lender. Please note the Financial Conduct Authority (FCA) does not regulate commercial mortgages.

This podcast is for information purposes only and does not constitute financial advice.

Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority.

Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.

Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.