In this video, Simon sits down with David Abel from Vision Dental Wealth to talk through some of the financial planning issues theyregularly see with dentists and business owners.

They cover everything from investing and pensions through to school fees, inheritance tax planning, and some of the costly mistakes people can make without the right advice in place.

One of the biggest themes throughout the conversation is that good financial planning usually isn’t about doing anything overly complicated. More often, it’s about putting the right structure in place early, staying disciplined, and making informed decisions over the long term.

They also discuss the importance of looking at the bigger picture — whether that’s planning for a future practice sale, reviewing protection policies properly, or making sure wealth is being passed on as tax efficiently as possible.

If any of these areas are on your radar and you’d like to talk through your own situation, get in touch.