Videos/CPD

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.

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.

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.

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.

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.

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 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.

Why Work Longer Than You Need To? with Anick Sharma

Financial independence might be closer than you think. By putting the right structures in place, you can take control of your future and create lasting security. In fact, you may already be in a position to retire on paper without even realising it. Learn how to assess your financial standing, optimise your resources, and make informed decisions that set you up for success.

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.

The Truth About Income Protection with Warren Robins

There's a lot of common misconceptions out there and many people could be saving £100's a month for similar/better cover⁣. Watch this video to find out why.

Shattering Illusions In The Mindset Of An Investor

The majority of success in investing is related to understanding our own psychology. Watch this video to find out why.

What The Budget Means For Dentists with David Hossein

This webinar covers how Keir Starmer's new budget might affect dentists. We’ll look at the budget changes and explain what they could mean for dentists, from managing money to running a practice. Whether you own a practice or work as a dentist, it will help you understand how these updates may impact you as a dentist.

The Super Associate Blueprint

In today’s dental world, the term "Super Associate" is everywhere—but what does it actually mean to succeed as one? This webinar dives into the real stories and lessons from accomplished associates, offering down-to-earth strategies you can apply in your own path. Gain practical insights, avoid the hype, and discover what it truly takes to grow in today’s industry.

Is Life Insurance Worth It? with Warren Robins

When it comes to protecting your family’s financial future, life insurance is one of the most important considerations. But with so many options and terms to navigate, it can feel overwhelming to decide if it’s worth it for you. ⁣Warren Robins simplified the essentials of life insurance, what they protect, and how to decide if life insurance is the right choice for you.

How To Get The Right Finance Solution For Your Dream Dental Practice with Jawad Anjum

In this webinar, we've walked you through practical strategies to help you secure the ideal financial solution to turn your dream dental practice into reality. Whether you’re new to the industry or looking to grow, this webinar will provide the insights you need.

Dental Practice Troubleshooting with Dr. Bobby Bhandal

In this webinar, we cover how to boost your practice’s profits and improve your numbers. Get straightforward tips and tricks to solve common issues and take your practice to the next level. Ideal for anyone wanting to make their dental business more successful.

5 Simple Ways To Increase Your Income with Dr. James Martin

This webinar is for the dentist who wants to have more money to pay for the bills, go on holiday or cash to invest. Learn how to achieve your financial goals and improve both your personal and professional life.

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.

Is A Holding Company Right For Me?

Imagine you have a way to manage your investments more effectively. A holding company might be that solution. It can help you protect your assets, save on taxes, and make handling multiple businesses simpler.

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.⁣

Some Things You Should Know About Money

Discover where the currency we use day to day comes from. This knowledge will serve you well on your investing journey.