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Preparing for retirement, York

Event Type
Event Subject
Practice management
Development Outcomes (B, D)
Topic Groups (Practice Management)
Friday 13 March 2020
09:00 - 17:30
Marriott York Hotel
Tadcaster Road Dringhouses, YORK, YO24 1QQ, England
Daniel James, Philip McEvoy, Alan Suggett, Anne Barker, Ray Goodman, Lynn Stephens
Booking Fees
  • Dental Care Professional: £145.00
  • Essential member: £195.00
  • Expert member: £195.00
  • Extra member: £195.00
  • Senior member: £195.00
  • Non member: £275.00
  • Student member: £195.00

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Contact details

Contact Stephanie Van Der Wens

Tel 020 7563 4590

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Preparing for retirement

A comprehensive and independent guide to retirement planning


Friday 13 March 2020 |   YORK


Sponsored by 


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Learning objectives

  • To gain financial advice on retirement
  • To understand the benefits of the NHS pension
  • To understand the issues associated with the sale of your practice


How to book




BDA members can book online
(login register - see top right of page)

By phone

020 7563 4590

Print, complete then return a 

 booking form


To book online:

Login to the BDA website first.

Then use the pink 'Register' button at the top right of this page to book the lecture for this event.

Please note: If you have a GDC number you can use the online system. You do not need to be a BDA member.

If you do not already have a BDA website username and password, fill in this form and we'll set you up with a username and temporary password.

If booking online, please email wth any dietary requirements.


Full terms and conditions (including cancellation policy).  



Full day price (5 1/2 hours CPD)

​BDA members:  £195

Non-members: £275

​Dental Care Professionals: £145

All costs includes refreshments, a standing buffet lunch and course documentation (where applicable). This event is exempt from VAT.

Half day AM only price* (3 hours CPD)

​BDA members: £115

Non-members: £165

​Dental Care Professionals: £85


*Up to 20 places available for half-day AM only delegates 


"Very well presented, lots of useful information, thank you!"

Preparing for retirement, Birmingham 2019




Registration, refreshments and exhibition                               


Opening remarks from the Chair

Mick Armstrong, Chair, BDA Principal Executive Committee   

​09:05 Pre-retirement planning
  • Changing rules – threats and opportunities
  • Start with the end in mind
  • Making the most of what you've got
  • Understanding and managing risks
  • Tax effectiveness

Daniel James, Director of Client Services, Lloyd & Whyte

09:35 A pension perspective
  • To understand the benefits provided by the NHS pension schemes
  • To outline state pension entitlements, including the State Pension age, state pension increases and how to maximise state pension entitlement
  • To be informed of any other current developments concerning pensions.

10:15 Morning refreshments and exhibition    
10:45 Planning at retirement
  • Pension freedoms – what does it mean
  • Accessing and managing your income
  • Legacy and inheritance planning.

Daniel James, Director of Client Services, Lloyd & Whyte

​11:30 Maximising value, and minimising tax, when you retire
  • Tax planning for employed, self-employed and incorporated dentists
  • Tips for making sure your NHS pension is correctly recorded
  • Maximising practice sale proceeds
  • Taxation of your retirement income
  • Action now for a tax efficient retirement.

Alan Suggett, Dental Partner, UNW Chartered Accountants

12.30 Lunch and exhibition
13.30 What is your practice worth?
  • Fluctuation of dental goodwill values over 15 years
  • Process of selling and maximising your value
  • Exit strategy and your practice disposal planning.

Anne Barker, Chief Executive Officer, MediEstates


Legal aspects of disposing of the practice

  • Understanding the process involved in selling the practice and what information you will need to provide
  • Tips for making the transaction run smoothly
  • Examining the legal costs involved
  • Issues arising in relation to the transfer of NHS contracts
  • CQC issues and dealing with them successfully.

 Ray Goodman, Managing Director, Goodman Grant Solicitors

15.10Afternoon refreshments and exhibition
15.40Preventing post-sale problems arising from clinical care                        
  • Problems with patient complains when you retire -  how immune are you really?
  • What are the dento-legal risks of the sale process?
  • What to do clinically before and during a sale to minimise the risk of problems for you on your retirement
  • Reviewing how the standard of your dental care could potentially affect your sale price
  • What to do if the buyer, or one of your patients, knocks on your door and claims you have been negligent.      

Lynn Stephens, Dento-legal Advisor, BDA 

​​16.30Close of seminar



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Alan Suggett

Dental Partner, UNW Chartered Accountants

Alan is a Chartered Accountant and partner in charge of the Dental Business Unit of UNW LLP chartered Accountants (currently acting for more than 400 dentists). Alan writes regularly for the dental press. He is also a member of ASPD, and the National Association of Specialist Dental Accountants and Lawyers (NASDAL) and a member of the technical committee. Alan is the editor of the quarterly NASDAL goodwill survey which analyses all member client practice sales and valuations.

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Anne Barker

Chief Executive Officer, MediEstates

Anne is the CEO at MediHoldings and a member of the company's board of directors. MediHoldings is the parent company that delivers services to the dental profession including practice sales, recruitment and financial funding through the subsidiary companies MediEstates, MediCruit and MediFinacial. Majority acquired in April 2017 by Henry Schein Inc MediHoldings has joined the largest dental services corporation globally.

Anne manages the sales and valuations element at MediHoldings, her specialist sector for the last 20 years, where she understands the needs of dental professionals, practice owners, and buyers for both the independent and corporate markets. She is responsible for facilitating company activity in consulting, sales and alliances while instilling a passion for the company's services and unique approach to our customer experience. 

Regularly speaking at seminars throughout the country, including the BDA & BDIA and having a regular column in the main dental magazines distributed throughout the UK, she is well placed to have a great influence on practice owners of the present and future.

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Daniel James

Director of Client Services, Lloyd & Whyte

Daniel has been helping dentists prepare for a financially secure retirement for over 16 years, as Director and Independent Financial Adviser at Lloyd & Whyte. With over 25 years' experience in the financial services industry, Daniel appreciates the unique requirements associated with the dental profession, and how to make more of your money in when approaching retirement age and beyond.


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Lynn Stephens

Dento-legal Advisor, BDA

Lynn brings over 20 years experience as a GDP and practice owner, and 15 years of dento-legal experience. Lynn managed the landmark Judicial Review of Powys LHB in 2014 which overturned the disallowing of NHS fees on the grounds that a full clinical examination had not been recorded and was therefore deemed not to have taken place. In 2015 the Court of Appeal confirmed the High Court’s decision to rule in favour of the dentists involved.


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Phil McEvoy

Head of Pensions, BDA

Phil was appointed as the BDA's Head of Pensions in July 2017.  Prior to this he worked in the occupational pensions industry and for two large trade unions, offering advice and leadership to members in a number of sectors including civil service, local government, energy, manufacturing and health.  As part of his duties Phil has sat on many pensions boards, advised a number of parliamentary committees and negotiated on behalf of tens of thousands of workers at hundreds of employers.  When not talking pensions, he enjoys spending time with his young family and relaxing over a good spreadsheet

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Ray Goodman

Managing Director, Goodman Grant Solicitors

Ray is the Managing Director of Goodman Grant Solicitors, a dedicated dental law firm that specialises in the sale and purchase of dental practices. Ray is also the Past Chairman of the Lawyers group of NASDAL (National Association of Dental Accountants and Lawyers) and a Member of the Association of Specialist Providers for Dentists (ASPD). Through providing legal services to dentists and the dental industry for over 20 years, Ray has a comprehensive understanding of the commercial and professional objectives of dental practices, along with the relevant legal requirements.




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MediEstates is a family run business that has grown and developed alongside the dental industry and is now acknowledged as the largest specialist broker of Dental Practices in the UK. Our signature approach, personable yet highly driven, has seen us set the benchmark service standards within the sector. Selling your practice can be a difficult time, our expert advice is there to ease the process and inform you at every stage. Alongside our sister companies of MediCruit and MediFinancial we form the UK's largest dental consultancy company and have the know-how to make your sale as effortless as we can.

​​Goodman Grant Solicitors


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Headed by NASDAL Lawyers Group Past Chairman Ray Goodman and ASPD Past Chairman John Grant, there is no law firm in the country better equipped to provide solutions to dentists' legal issues. With over 75 years combined experience and the largest team of specialist dental lawyers in the country, Goodman Grant has a comprehensive understanding of the commercial and professional objectives of dental practices, along with the relevant legal requirements.


We are experienced in dealing with the intricacies of dental law which enables us to efficiently handle the specific requirements of the dental industry. As a specialist practice our team deals with dental practice transactions on a national basis from our offices in Liverpool, Leeds and London. Our scope is not limited to dental practice sales and purchases, with experts in each area we are well equipped to assist dentists with all of their legal requirements.



Full day 5 1/2 hours CPD

Half day 3 hours CPD

The seminar meets the educational criteria set by the GDC for verifiable CPD (5 1/2 hours for full day delegates and 3 hours for half day delegates) and is certified by the British Dental Association.







If you wish to stay overnight during the event, please contact MICE Concierge our appointed hotel booking agency by email or call 01438 908 770.