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Retirement Services Designed for You
The prospect of retirement brings with it an element
of excitement tinged with apprehension of the unknown. Practice
Financial Management Limited provides a service with the provision
of information and advice to assist dentists with the smooth planning
of their retirement arrangements.
In isolation or as a complete service we may have the
retirement planning solutions to help you:
- Practice
Sale and Valuation
- provides advice for the succession of your practice either as
a sale to a partner, on the open market or to a corporate body.
With a dedicated Valuation and Sale department, we offer a highly
professional service widely respected amongst the profession.
- Pension Review Service
- comprehensively assesses your retirement income needs, forecast
benefits and investment provision in the years leading up to retirement.
Practice Financial Management Limited’s report aims to put you fully in the picture.
- Investment Advice
- tax efficient investment planning for practice sale proceeds,
NHS superannuation lump sum and pension fund portfolio are vital
to your retirement planning. Practice Financial Management Limited's independent advice aims to recommend the most
appropriate products and can offer ongoing support and advice into retirement.
- Tax Planning - from capital gains tax following the sale
of your practice, to inheritance tax planning and income tax.
We work with your accountant to help you reduce your tax burden
and make financial planning more efficient.
- Retirement Consultation
- a service designed to bring together all of these areas of financial
planning into a coherent package that suits you and your requirements.
The value of investments and income from them can fall as well as rise and you may not
get back the full amount invested.
The levels and basis of and reliefs from taxation are subject to change and their value depends on
the individual circumstances of the investor.
The Financial Services Authority does not regulate estate agency and taxation and trust advice.
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