The everyday demands of running a busy dental practice can take your focus away from achieving your personal financial goals and establishing financial security. Let us help you keep your financial plans on track.
For your practice, you may be considering:
- Commercial lending to acquire a practice or refurbish existing surgeries
- Practice Insurance or Key Person Insurance
- Providing an employee pension scheme
- Creating a business exit strategy
- Tax efficient profit extraction, although the benefits achieved will depend on your circumstances and the tax rules in force at the time as the value of any tax benefits or reliefs vary from person to person and cannot be guaranteed.
For you and your family, you may want to discuss
- Maximising your NHS pension and retirement planning opportunities
- Utilising tax-free allowances
- Maximising the return on your investments
- Protecting your income
- Minimising inheritance tax liabilities
- Protecting your family in case of death or serious illness
Any investment planning should be considered in the context of your personal circumstances, as investment returns can rise and fall over time and you could get back less than you invest.
What makes us different at Capstone Financial is that we’ll work closely with your existing professional relationships or recommend other dental specialists, in order to provide a comprehensive approach to your financial and tax planning.
Commercial lending is not regulated by the Financial Conduct Authority.
Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.
