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In this episode, brought to you by Wesleyan Financial Services, Carly Millan Page, Business to Business Account Manager talks to Wesleyan Financial Services Specialist Financial Adviser Graham Hutton and Chris Gardiner, Private Client Lawyer at Thornton’s Law, about why Estate Planning is so important for Dentists.
They discuss complex assets, the risks of poor planning and the need for aligned legal and financial advice to protect families, ensure business continuity and minimise tax.
This podcast is for information only and does not constitute financial advice.
Tax treatment depends on your individual circumstances and may be subject to change in future. Please note the Financial Conduct Authority (FCA) does not regulate inheritance tax planning and trusts.
Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority.
Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you. VAT number 487282114
By WesleyanIn this episode, brought to you by Wesleyan Financial Services, Carly Millan Page, Business to Business Account Manager talks to Wesleyan Financial Services Specialist Financial Adviser Graham Hutton and Chris Gardiner, Private Client Lawyer at Thornton’s Law, about why Estate Planning is so important for Dentists.
They discuss complex assets, the risks of poor planning and the need for aligned legal and financial advice to protect families, ensure business continuity and minimise tax.
This podcast is for information only and does not constitute financial advice.
Tax treatment depends on your individual circumstances and may be subject to change in future. Please note the Financial Conduct Authority (FCA) does not regulate inheritance tax planning and trusts.
Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority.
Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you. VAT number 487282114

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