Estate planning for dentists: what you need to know
Estate planning for dentists: what you need to know
This webinar will explore the fundamentals of estate planning and why it matters for dental professionals.
It will help them protect family wealth and minimise inheritance tax, providing an overview of wills, trusts, gifting strategies and powers of attorney.
Attendees will gain an understanding of pension planning and the impact of upcoming changes from 2027, plus the specifics of dental practice ownership, business assets and succession planning to ensure business continuity and protect practice value.
Finally, it will cover when and how to involve specialist legal and financial advisers.
Learning outcomes
- Understand the key principles of estate planning and why they are particularly important for dental professionals
- Identify practical steps to protect family wealth and minimise tax liabilities, including wills, gifts, trusts and powers of attorney
- Recognise how pension arrangements and upcoming changes (including pensions coming into the estate from 2027) may affect estate planning and inheritance tax exposure
- Ensure continuity of their dental practice by assessing how business assets, practice ownership structures and succession planning impact estate planning strategies
- Know when and how to seek specialist legal and financial advice to create or update an effective estate plan.
Speaker: Simon Cosgrove
Simon has been in financial services for more than 30 years, with a significant number of those as a specialist financial adviser. He is now a dental regional manager at Wesleyan Financial Services, leading a team of dental specialist advisers to support dentists, their families, and their practices with financial planning so they can meet their objectives and secure their financial future.
Speaker: Rebecca Johnson
Rebecca is a specialist financial planner for Wesleyan, providing personal and corporate financial planning advice to dentists, their families, and their companies. She has over 20 years’ experience in financial services and a fully comprehensive understanding of the unique world of dentistry. Her wealth of experience, specialist knowledge and professional qualifications enable her to provide valuable advice and guidance at key points in a dentist's career and help with planning for retirement, exit-strategies along with post-retirement planning.Speaker: Graham Hutton
Graham Hutton is a Specialist Financial Planner with over 20 years of advisory experience. He specialises in giving advice to Dental Business Owners both pre and post retirement and has a unique understanding of the financial risks and needs of Dental Businesses and their Owners. Graham works across Northern England and Scotland.This Continuing Professional Development (CPD) activity fully complies with the CPD requirements of the General Dental Council. FMC certifies this activity for one hour of enhanced CPD in the subject of Estate planning for dentists: what you need to know.
This CPD meets the criteria for the GDC’s development outcome B.
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