Videos/CPD

ISAs vs Pensions: Here's What Dentists Need To Know with Anick Sharma

ISAs and Pensions each have unique benefits, but which is right for you? ISAs offer tax-free savings, while pensions provide tax relief that can boost your long-term investments. Understanding how they fit into your financial plan can help you maximize returns and secure your future.

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.

What's Changed With ISAs/Pensions/GIAs This Tax Year with Anick Sharma

Financial planning takes on new dimensions with each tax year, and 2025 brings significant changes dentists need to understand. Financial planner Anik Sharma from Vider Financial Planning joins us to unpack investment vehicles available to dental professionals and crucial updates affecting your financial strategy.

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.

How To Invest Via LTD Company with Luke Hurley and Anick Sharma

This webinar explained how to invest surplus funds within a limited company while keeping taxes low. It covered investment options, setting up the right structure, managing risks, and tax-efficient ways to access funds. Practical insights were shared to help businesses make informed financial decisions.