The start of a new tax year is a useful moment for dentists to pause and sense check their financial position - particularly where complex pension rules, fluctuating income and changing tax allowances are involved.
Join our partners and specialist independent financial advisers Chase de Vere, who work extensively with dentists and dental professionals, for a focused 60 minute live webinar exploring the key financial planning considerations for the 2026/27 tax year.
What to expect
This session is designed to help you understand the issues that commonly affect dentists, highlight areas where costly mistakes can arise, and explain where professional advice can add value.
- Key tax and financial planning changes for 2026/27 – and why they matter for dentists
- Pension planning considerations, including how to avoid unexpected annual allowance tax charges
- Making effective use of allowances for savings and investments alongside pension provision
- Retirement planning in an NHS and private practice context
- Estate planning considerations, including passing on wealth efficiently and protecting your family
You’ll also have the opportunity to submit questions during a live Q&A, allowing you to explore how these topics may apply to your own circumstances.
If you want to start the new tax year with greater clarity and confidence, this session will provide a valuable overview of the areas worth reviewing.