Videos/CPD

Mortgage Masterclass with Sarah Grace

Mortgage up for review? Repayments feel high? Or maybe want to get your first home and ensure you get the best deal. Sarah Grace will be answering anything and everything mortgage related AND specialising in the area of dentists.⁣

Why Labour Could Be Targeting Dentists with Mike Bryan

Recent tax increases have hit UK dentists hard, and more changes could be on the way under a Labour government. Specialist accountant Mike Bryan explains the tax gap, how small businesses—especially dental practices—might be affected, and what steps dentists can take to protect their finances.

How To Achieve The Best Exit Number For Your Dental Practice with Luke Hurley & Anick Sharma

Are you holding onto your dental practice longer than needed? The quest for the "highest valuation" might actually be costing you precious years of freedom. In this discussion, financial planners Luke Hurley and Anik Sharma reveal the critical distinction between maximizing practice value and achieving your personal financial independence. 

What The Spring Budget Means For Dentists with David Hossein

A look at recent budget changes impacting dentists, from tax updates and national insurance increases to business asset disposal relief. Also covers financial planning for practice owners and market trends in dental practice sales.

What Cover Do I Need To Protect Me And WHEN with Warren Robins

This eye-opening episode features insurance specialist Warren Robins guiding us through the evolving insurance needs of dentists at each career stage. Beginning with newly qualified associates, Warren emphasizes the critical importance of income protection as the foundation of financial security.

Ltd Co Vs Sole Trader: What You Need To Know For This Tax Year with Amman Sarkaria

Should you operate as a sole trader or through a limited company? For dental professionals, this decision can impact everything from tax bills to long-term wealth. In this essential episode, specialist dental accountant Amman Sarkaria breaks down the financial, legal, and practical implications of each structure — updated for the 2025 tax year.

Here's What The UK Government Are Doing To The Finances Of Dentists with Eddie Crouch

Rising costs and funding cuts are making it harder to stay afloat in dentistry. Finding the right balance between different income streams, along with smart financial planning, can make a big difference in securing a stable and rewarding future.

Effective Inheritance Tax Planning with Luke Hurley and Anick Sharma

A discussion on effective inheritance tax planning, covering key strategies to protect wealth and minimise tax liabilities. Featuring insights from financial experts on optimising estate planning and maximising tax efficiency.

Mortgage Bulletin For Dentists with Sarah Grace

This episode dives into the latest mortgage updates, including the impact of interest rate changes and upcoming stamp duty adjustments, helping dentists and homeowners make informed financial decisions.

The Most Important Part Of Your Investing Strategy with Luke Hurley

Learn how to align your wealth with what truly matters. This episode explores key financial planning principles, challenges common retirement assumptions, and helps you define your personal "number" for financial independence.

Ltd Company Vs Sole Trader: Does It Still Make Sense In 2025 with Johnny Minford?

Operating as a limited company or a sole trader each has its advantages, but which suits your practice best? A limited company can offer tax savings and strategic profit extraction, while a sole trader setup provides simplicity and flexibility. Understanding the tax implications and upcoming changes in 2025 can help you make the best financial decision for your future.

Is This A Good Time To Buy A Dental Practice? with Johnny Minford

This webinar focused on helping you decide if it’s a good time to buy a dental practice. We talked about important things like market trends, the costs involved, financing options, and how to make the right choice for your future.

How A Dentist Can Retire Early with Anick Sharma

Many dentists dream of early retirement, but few know how to make it a reality. With the right financial strategies, smart investments, and careful planning, you can achieve financial freedom sooner than you think. This guide explores practical steps to help you retire on your terms.

Taxation As A Dentist: What The New Government Means For You

What gets covered a lot in the news is what this means for the financial prospects of the average citizen. But what doesn't get covered so much is what it means for the financial prospects of dentists.

Basics of Investing

Understand why every dentist needs to think about investing. And why doing nothing could be costing you everything.