In this podcast, brought to you by Wesleyan Financial Services, Monica Pacult and Oonagh Morrison, Regional Manager for our education segment, talk about retirement options for teachers and the plans they need to put in place so they can choose the right time to stop working and leave the classroom behind. This podcast is for information only and doesn’t constitute financial advice. To find out more about Wesleyan go to Wesleyan.co.uk . Tax treatment depends on individual circumstances and may b...
Jun 17, 2025•10 min•Season 2025Ep. 93
In this episode, brought to you by Wesleyan Financial Services, Head of Dental Iain Stevenson and Suki Singh, Area Sales Manager at Practice Plan talk about the importance of putting partnership agreements in place. This podcast is for information only and does not constitute financial advice. For more information about Wesleyan go to wesleyan.co.uk , and to learn more about Practice Plan go to practiceplan.co.uk . Tax treatment depends on individual circumstances and may be subject to change in...
Jun 12, 2025•13 min•Season 2025Ep. 92
In this episode, brought to you by Wesleyan Financial Services, Carly Millan Page talks to specialist financial adviser Graham Hutton, Jonathan Wilson, director of medical at Christie & Co and Shaun Watts, head of unsecured and asset finance at Christie Finance to discuss how dentists can successfully plan for the sale of their practice for retirement. This podcast is for information only and doesn't constitute financial advice. Tax treatment depends on individual circumstances and may be su...
Jun 11, 2025•17 min•Season 2025Ep. 91
In this episode, brought to you by Wesleyan Financial Services, Monica Pacult talks to Specialist Financial Adviser Will Adams about income protection for teachers. You can find out more about Wesleyan at https://www.wesleyan.co.uk and listen and subscribe to The Wesleyan Podcast at: Apple Spotify Amazon / Audible Podbean Bear in mind the value of investments can go down as well as up and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject ...
May 22, 2025•10 min•Season 2025Ep. 90
In this episode, brought to you by Wesleyan Financial Services, Monica Pacult talks to Specialist Financial Adviser Oonagh Morrison about how important it is for teachers to get into the habit of saving and investing for the future, and how to make it possible no matter what their income. This podcast is for information only and doesn’t provide either financial or business advice. You can find out more about Wesleyan at www.wesleyan.co.uk and listen and subscribe to The Wesleyan Podcast at: Appl...
May 08, 2025•7 min•Season 2025Ep. 89
In this episode, brought to you by Wesleyan Financial Services, Marie Williams-Cooke talks to regional manager Neil Richardson and B2B Account Manager Carly Millan Page talk about how important it is for dentists to take an overall look at their business and personal finances as they plan for the future. They cover aspects of financial planning and how Wesleyan works with other partner organisations, such as lawyers, accountants and lenders to ensure dental customers get the best possible outcom...
May 07, 2025•11 min•Season 2025Ep. 88
In this episode, brought to you by Wesleyan Financial Services’, Marie Williams-Cooke and our Head of Dental Iain Stevenson explore the concept of the ‘nest egg’ and its significance for dental professionals, and provide valuable insights into effective saving strategies. From inflation impacts to investment options, they discuss how to build a robust financial plan for your future. This podcast is for information only and does not constitute financial advice. To find out more go to wesleyan.co....
Apr 10, 2025•14 min•Season 2025Ep. 87
In this episode, brought to you by Wesleyan Financial Services, Specialist Financial Adviser Stephen Lart and Practice Plan Regional Support Manager Emma Flunt, talk to Marie Williams-Cooke about some of the key points that came out of the Chancellor’s recent Spring Statement and what it might mean for dentists and dental practice owners. This podcast is for information only and doesn't constitute financial advice. To find out more, go to wesleyan.co.uk . Bear in mind that the value of investmen...
Apr 10, 2025•8 min•Season 2025Ep. 86
In this episode, brought to you by Wesleyan Financial Services, Laura Whyte talks to HR and Employment Solicitor Sarah Buxton about research carried out by Wesleyan about the financial concerns faced by female dentists. This podcast is for information only and doesn’t constitute advice. For more information about Wesleyan go to www.wesleyan.co.uk Tax treatment depends on individual circumstances and may be subject to change in future. Bear in mind that the value of investments can go down as wel...
Mar 24, 2025•26 min•Season 2025Ep. 85
In this episode, brought to you by Wesleyan Financial Services, Monica Pacult talks to Regional Manager Glen Roberts about the kinds of things teachers and educators need to know before the tax year end. In particular they’ll be looking at how they can make the most out of any tax allowances, in particular around ISA savings and pensions. For more information go to www.wesleyan.co.uk . This podcast is for information only and doesn't constitute financial advice. Bear in mind that the value of in...
Mar 18, 2025•7 min•Season 2025Ep. 84
In this episode, brought to you by Wesleyan Financial Services’ Retirement Club, Marie Williams-Cooke talks to Regional Manager Simon Cosgrove about how dental practice owners can start planning their exit strategy as they approach retirement. 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. Bear in mind that the value of investments can go down as well as up and you may get bac...
Mar 12, 2025•15 min•Season 2025Ep. 83
In this episode, brought to you by Wesleyan Financial Services, Marie Williams-Cooke talks to Regional Manager Simon Cosgrove about how dentists keep hold of their hard-earned income in a tax efficient way. You can find out more about Wesleyan at www.wesleyan.co.uk and listen and subscribe to The Wesleyan Podcast at: Apple Spotify Amazon / Audible Podbean This podcast is for information only and doesn’t constitute financial advice. Tax treatment depends on individual circumstances and may be sub...
Mar 03, 2025•15 min•Season 2025Ep. 82
In this episode, brought to you by Wesleyan Financial Services, Monica Pacult talks to Specialist Financial Adviser Will Adams about financial planning for teachers. They cover the most commonly asked questions teachers have about their pensions and retirement, from when can they retire to what benefits do they have as part of the Teachers Pension Scheme if they suddenly fell ill. This podcast is for information only and isn’t financial advice. Tax treatment depends on individual circumstances a...
Feb 21, 2025•7 min•Season 2025Ep. 81
In this episode, brought to you by Wesleyan Financial Services, Monica Pacult and Regional Manager Oonagh Morrison talk about the value of financial advice for teachers. They consider the kinds of plans financial advisers can come up with during a financial review, what solutions could be best for customers, and why it’s important to speak to someone well before retirement comes around. This podcast is for information only and doesn’t constitute financial advice. Charges may apply. Learn more ab...
Jan 30, 2025•11 min•Season 2025Ep. 80
Wesleyan Financial Services Regional Manager Simon Cosgrove talks to Monica Pacult about the recent Autumn Budget and what it might mean to dentists across the country. They’ll cover the big issues like the changes to Employers National Insurance Contributions and capital gains tax as well as other measures you might have missed and how they will impact on the day to day lives of dentists and their practices. This podcast is for information only and doesn’t provide either financial or business a...
Nov 25, 2024•15 min•Season 2024Ep. 79
In this episode, brought to you by Wesleyan Financial Services’ Retirement Club, Regional Managers Wendy Baillie and Simon Cosgrove, as well as Mike Blenkham from accountancy firm UNW, discuss how to ensure your financial position is in the best possible place when you come to retire. 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 treatme...
Oct 16, 2024•27 min•Season 2024Ep. 78
In this episode, brought to you by Wesleyan Financial Services, Regional Manager Simon Cosgrove talks to Mike Blenkham from accountancy firm UNW about why it’s important for dentists to understand the goodwill value of their practice and why it’s one of the biggest assets they have. This podcast is for information only and doesn’t provide either financial or business advice. You can find out more about Wesleyan at https://www.wesleyan.co.uk . Tax treatment depends on individual circumstances and...
Oct 03, 2024•11 min•Season 2024Ep. 77
Iain Stevenson, Wesleyan Financial Services Head of Dental and Regional Manager Neil Richardson are joined by Christie & Co's Head of Dental, Joel Mannix. Christie & Co are a specialist business property adviser to dental professionals and this conversation covers their Dental Market Review and what they, and we here at Wesleyan, are hearing about what’s currently impacting practices around the country and what help is available to them. As always, this podcast is for information only an...
Sep 12, 2024•18 min•Season 2024Ep. 76
Wesleyan Financial Services Specialist Financial Adviser Karen Watson-Brown talks to Monica Pacult about retirement planning for dentists, in particular looking at the option of partial retirement versus retiring, then returning to work and how both options will impact pensions. For more information go to https://www.wesleyan.co.uk. This podcast is for information purposes only and does not constitute financial advice. Tax treatment depends on individual circumstances and may be subject to chang...
Aug 28, 2024•16 min•Season 2024Ep. 75
Graham Leyfield, Wesleyan Financial Service’s Group Locum Account Manager talks to Regional Manager for our medical customers Paul Forder and Kabir Ahmed, Wesleyan’s GI Commercial Manager about commercial issues impacting GPs and how Wesleyan is here to help them. For more information go to https://www.wesleyan.co.uk . This podcast is for information purposes only and does not constitute financial advice. Bear in mind the value of investments can go down as well as up, meaning you may get back l...
Aug 07, 2024•29 min•Season 2024Ep. 74
In this episode, brought to you by Wesleyan Financial Services, we take our first look at the new Labour government and how the changes after the general election will impact dentists and their practices. It is presented by Wesleyan Financial Services’ Head of Dental Iain Stevenson and Nigel Jones, Sales Director of the Practice Plan Group, which is part of Wesleyan. For more information go to Wesleyan.co.uk and PracticePlan.co.uk . This podcast is for information only and doesn’t constitute fin...
Jul 18, 2024•21 min•Season 2024Ep. 72
In this episode, brought to you by Wesleyan Financial Services, Specialist Financial Adviser for dental professionals, Paul Barnfather talks to to Connor Bryan from Carter Bond Solicitors about issues surrounding NHS contracts when principal dentists start planning for their retirement. This podcast is for information only and doesn’t provide either financial or business advice. You can find out more about Wesleyan at www.wesleyan.co.uk and listen and subscribe to The Wesleyan Podcast at: Apple ...
Jun 17, 2024•14 min•Season 2024Ep. 71
In this episode, brought to you by Wesleyan Financial Services, Carly Millan Page, one of our business to business account managers, will talk you through how she works to bring businesses and suppliers, such as lawyers and accountants, together with our dental practice clients. This podcast is for information only and doesn’t constitute financial or business advice. For more information go to www.wesleyan.co.uk Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is aut...
Jun 03, 2024•6 min•Season 2024Ep. 70
In this episode, brought to you by Wesleyan Financial Services, Monica Pacult talks to Wesleyan Financial Services Specialist Financial Adviser Morna Beattie about what life’s like for NHS Dentists and their finances in Scotland. They cover the various tax bands in Scotland, the importance of financial planning and some of the main topics dentists are contacting us to talk about. Tax treatment depends on individual circumstances and may be subject to change in future. Bear in mind that the value...
Apr 23, 2024•10 min•Season 2024Ep. 69
In this week’s edition, brought to you by Wesleyan Financial Services, WFS Head of Division Alec Collie and Regional Manager Wendy Baillie talk about retirement and pensions for medics. The pair of them answer some of the most asked questions we get from medics covering everything from changes to the NHS Pension Scheme to the big one - when can I retire. This podcast is for information only and does not constitute financial advice. For more information go to www.wesleyan.co.uk . The tax treatmen...
Apr 03, 2024•33 min•Season 2024Ep. 68
This episode, by Wesleyan Financial Services, covers what happens to your estate when you die. It covers everything from from inheritance tax to working out what will happen to your practice or business This podcast is for information only and doesn’t constitute financial advice. To talk to a Wesleyan Financial Services Specialist Financial Adviser go to www.wesleyan.co.uk . Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial...
Mar 13, 2024•24 min•Season 2024Ep. 67
In this edition, Iain Stevenson, Wesleyan Financial Services Head of Dental, talks to Steve O’Connor, Associate Director of Christie & Co, a specialist business property adviser to dental professionals. They discuss Christie & Co’s recently published Business Outlook and what it means for dentists and their business and personal finances. This podcast is for information only and doesn’t provide either financial or business advice. You can find out more about Wesleyan at www.wesleyan.co.u...
Feb 27, 2024•18 min•Season 2024Ep. 66
In this edition, we head to university as Will Corlett-Moss and Wesleyan Financial Services Specialist Financial Adviser David Baker talk about pensions for those who work in higher education, in particular the Universities Superannuation Scheme. This podcast is for information only and isn’t financial advice. You can find out more about Wesleyan at www.wesleyan.co.uk . ‘WESLEYAN’ is a trading name of the Wesleyan Group of companies. Wesleyan Financial Services Ltd (Registered in England and Wal...
Jan 29, 2024•9 min•Season 2024Ep. 65
In this episode, Monica Pacult talks to Rebecca Johnson, a Specialist Financial Planner at Wesleyan Financial Services. They cover the importance of business agreements for dentists and how they improve business continuity, resolving disputes and overall planning for the future, as well as touching upon legacy planning and how it impacts the individuals personally. This podcast is for information only and doesn’t provide either financial or business advice. You can find out more about Wesleyan a...
Jan 26, 2024•13 min•Season 2024Ep. 64
In this episode, Monica Pacult is talking to legal consultant Sunita Jordan. Sunita specialises in assisting the dentistry profession after beginning her career at the British Dental Association before setting up on her own, providing legal advice to practices before eventually buying into and managing a dental practice herself. This podcast is for information only and doesn’t provide either financial or legal advice. You can find out more about Wesleyan at https://www.wesleyan.co.uk and listen ...
Jan 04, 2024•20 min•Season 2024Ep. 63
