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
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
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.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time.
The value of any tax relief depends on individual circumstances.
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.