Internet Explorer and Edge browser users:
To download Word, Excel or PowerPoint files please right-click on the file you wish to download, and select 'Save target as...'

Preparing for retirement - Belfast

Event Type
Event Subject
Practice management
Development Outcomes (B, D)
Topic Groups (Business Management, Practice Management)
Friday 14 June 2019
09:00 - 17:00
Crowne Plaza, Belfast
117 Milltown Road, BELFAST, County Antrim, BT8 7XP, Northern Ireland
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

Book Event

To book a place on an event you must be logged into the website


If you do not have a BDA website ID, please click here

Contact details



Email a friend

Email these event details to a friend

Email event

Preparing for retirement

A comprehensive guide to retirement planning

​Friday 14 June 2019 | BELFAST

Development outcome


Learning objectives

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

Sponsored by:





​08.30 Registration, refreshments and exhibition​

Opening remarks from the Chair​

Tristen Kelso, National Director BDA Northern Ireland


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


A pension perspective

  • To understand the benefits provided by the HSC 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.

Phillip McEvoy, Head of Pensions, BDA​

​10.20 ​Morning refreshments and exhibition
​10.50 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


Maximising value, and minimising tax, when you retire

  • Tax planning for employed, self-employed and incorporated dentists
  • Tips for making sure your HSC pension is correctly recorded
  • Maximising practice sale proceeds
  • Taxation of your retirement income
  • Action now for a tax efficient retirement.

Patrick Miscampbell, Partner, Miscampbell & Co

​12.35 Lunch and exhibition ​

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 HSC contracts

Scott Kennedy, Partner, Millar McCall Wylie

​15.15 Afternoon refreshments and exhibition ​
​15.45 Retirement implications on practice staff       
  • TUPE obligations, the transfer of staff to the new owner when selling the practice
  • Legal obligations when making staff redundant.

Alan Pitcaithley, Practice Management Consultant, BDA​


Close of seminar



Anne Barker.jpg

Anne Barker
Chief Executive Officer, MediEstates

Anne is the founder of the MediHoldings Group - MediCruit, MediEstates and MediFinancial, a family run, 16 year established company which offers services across the whole dental spectrum such as Practice Sales, Recruitment, Finance.

Danny James resized.jpg

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.

Anne Barker.jpg

Scott Kennedy

Partner, Millar McCall Wylie

​Ranked as a leading lawyer in Northern Ireland by both Legal 500 and Chambers UK, who research and publish rankings of all specialist lawyers in the UK, Scott has over 20 years experience of advising clients on buying and selling businesses of all types and sizes including professional practices such as dental practices. He also regularly advises partners of professional practises on their partnership agreements.

Phil McEvoy - resized.jpg

Philip 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.


Patrick Miscampbell
Partner, Miscampbell & Co

Patrick has had extensive experience in a wide array of accounting disciplines, training in Miscampbell & Co. before leaving to grow his experience within taxation at Ernst & Young LLP. He is the partner in charge of our Taxation department and is responsible for a dedicated team with a range of taxation skills. Patrick is our representative for NASDAL (‘National Association of Specialist Dental Accountants and Lawyers’) and he would specialise in giving high quality advice and service to our many dental clients.

Alan Pitcaithley.png

Alan Pitcaithley
Practice Management Consultant, BDA

Alan Pitcaithley works in the BDAs Practice Support team as the Practice Management Consultant Scotland and Northern Ireland.


5 hours 15 minutes CPD (full day)
3 hours CPD (half day)

This seminar meets the educational criteria set by the GDC for Verifiable CPD and is certified by the British Dental Association.


How to book


BDA members can book online
(login to book - see top right of page)
By phone
020 7563 4590
By booking form
Print, complete then return a
booking form



​BDA Members: £195​Non-members: £275

​Dental Care Professionals: £145

​​Non-dental spouses: £145


Half day rates (3 hours CPD) - Up to 20 places available for half day AM only, which covers all sessions up to 12.35pm and lunch. Half day delegate places must be booked by phone.
*Ideal for Associates

​BDA Members: £115

​Non-members: £165

​Dental Care Professionals: £85

​​Non-dental spouses: £85


The fee includes refreshments, a standing buffet lunch and all course documentation.




If you wish to stay overnight during the event please contact MICE Concierge our appointed hotel booking agency by email or call 01438 908770.

Full terms and conditions (including cancellation policy)​​