In this episode, brought to you by Wesleyan Financial Services, Specialist Financial Adviser Dan Atkins and Practice Plan Regional Support Manager Donna Hall discuss why 2026 is a crucial time for dental practices to review their finances.

They explore rising costs, reduced patient spending, and NHS reforms, highlighting the importance of income protection, tax efficiency, financial reserves, and early retirement and exit planning.

To find out more go to https://www.wesleyan.co.uk

This podcast is for information only and does not constitute financial advice.

Please remember the value of investments, and any income can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may be subject to change in future.

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.

Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.

Practice Plan Limited (Registered in England and Wales No. 03089948) is a part of the Wesleyan Group. Registered office: Cambrian Works, Gobowen Road, Oswestry, Shropshire, SY11 1HS Telephone number: 01691 684120. Website: www.practiceplan.co.uk.

Practice Plan Limited is an introducer appointed representative of Wesleyan Financial Services Limited.

In this podcast, brought to you by Wesleyan Financial Services, Natasha Davis, one of our B2B Partnership Account Managers talks to Specialist Financial Adviser Paul Griffiths and John Males of Watson Finance about the new ‘Making Tax Digital for Income Tax’ rules that come into effect from from April 2026.

As well as giving an overview of the changes, they also discuss quarterly reporting, unchanged payment timings, compliant software, separate business banking, and how visibility supports tax and pension planning for self-employed dentists overall.

This podcast is for information only and does not constitute financial advice.

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.

Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.

Wesleyan Financial Services Specialist Financial Adviser Stephen Lart talks to Jawad Anjum, Founder and MD of the Stanford Group, about the work and advice that is needed to buy, build and, in some cases, ultimately sell a dental practice.

This podcast is for information only and does not constitute financial advice.

Please remember the value of investments, and any income can go down as well as up and you may get back less than you invest.

Tax treatment depends on your individual circumstances and may be subject to change in future.

Commercial Mortgages are not regulated by the Financial Conduct Authority (FCA).

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.

Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.

In this episode, brought to you by Wesleyan Financial Services, Carly Millan-Page, one of our B2B Partnership Account Managers talks to Specialist Financial Adviser Morna Beattie and Anna Coff of EQ Accountants and about the new ‘Making Tax Digital for Income Tax’ rules that come into effect from from April 2026.

The chat includes discussion on income thresholds, quarterly reporting, key deadlines and how dentists can turn compliance into a strategic financial advantage.

This podcast is for information only and does not constitute financial advice.

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. Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.

In this episode, brought to you by Wesleyan Financial Services, partnership account manager Carly Millan Page talks to specialist Financial Planner Graham Hutton, along with and Connor Bryan and Louisa Slimm of Carter Bond Solicitors, about why partnership agreements are vital for dental practices.

They explain how they protect NHS contracts, define partners’ roles, manage disputes, illness, or death, and safeguard business value, as well as the importance of regularly reviewing them.

This podcast is for information only and does not constitute financial advice.

For more information go to https://www.wesleyan.co.uk.

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.

Charges may apply. Learn more about our charges at wesleyan.co.uk/charges.

In this episode, brought to you by Wesleyan Financial Services, Head of Dental Iain Stevenson reviews the 2025 Autumn Budget’s impact on dentists along with Specialist Financial Planner Rebecca Johnson and Regional Manager Neil Richardson dental Regional Manager both of Wesleyan Financial Services.

This podcast is for information only and does not constitute financial advice.

For more information go to https://www.wesleyan.co.uk.

Please remember the value of investments, and any income can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may be subject to change in future.

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.

Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.

In this episode, brought to you by Wesleyan Financial Services, Regional Manager Neil Richardson talks to Marie Williams-Cooke about what dentists need to consider about their pension and retirement planning when they move from the NHS to private practice.

In particular, they look at the benefits they’ll lose as part of the NHS pension scheme and how to replace them.

For more information go to https://www.wesleyan.co.uk

This podcast is for information only and doesn't constitute financial advice.

Tax treatment depends on individual circumstances and may be subject to change in future.

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. Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.

In this episode, brought to you by Wesleyan Financial Services, partnership account manager Carly Millan Page talks to specialist financial adviser Morna Beattie and Anna Coff from EQ Accountants about improving financial and tax positions for dentists in Scotland.

They discuss post-SDR changes, the rise of private practice, associates buying in, and key tax considerations such as whether to operate as a limited company for efficiency.

This podcast is for information only and doesn’t constitute financial advice.

Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority. Tax treatment depends on individual circumstances and may be subject to change in future.

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. Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.

In the final part of the ten financial truths every dental practice owner should know, Wesleyan Financial Services Regional Manager Simon Cosgrove discusses the importance of your financial plan growing with you.

This podcast is for information purposes only and does not constitute financial advice.

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.

Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.

In part nine of ten of the financial truths every dental practice owner should know, Wesleyan Financial Services Regional Manager Simon Cosgrove talks about how a clear exit strategy needs more than guesswork.

Estate planning/inheritance tax: Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority. Tax treatment depends on individual circumstances and may be subject to change in future.

This podcast is for information purposes only and does not constitute financial advice.

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.

Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.