Event Starts: 23rd October 2019

GP Succession & Retirement Planning

How to plot a course, key in the right route and arrive at your intended destination with your legacy intact.

Each individual's retirement plans will be unique, however, there are a range of common issues and potential bumps in the road that most GPs encounter as they approach retirement.

Join us for a free, short informal session that will provide you with the information and pointers you will need to begin planning - or the course adjustments you may need to make if you are already en route.

Accountants, legal and financial advisers from Wright, Johnston & Mackenzie LLP and Martin Aitken & Co will share their experience and knowledge with you on how you can manage the transition effectively and tax efficiently.

Date & Times:
Wednesday 23rd October 2019 6.00pm-8.00pm

Wright, Johnston & Mackenzie LLP, 302 St Vincent Street, Glasgow G2 5RZ

Programme timings:

Registration, Finger Buffet and Refreshments

Finance, legal, property and tax talks

Q&A session

Session Topics:

  • Planning for and funding your retirement - NHS pensions, tax allowances and reliefs and creating yourfinancial plan.
  • Preparing to realise your capital - what are you realising, potential successors, what's involved and property conundrums.
  • Sustainability loans - National Code of Practice, the application process and the rub.
  • The Partnership Agreement - avoiding fall outs, incoming partners and why it becomes more important when you reach retirement.
  • Anecdotes, hindsight and words of caution from those who have trodden the path before you.

If you would like to attend, please book your place here