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 at www.wesleyan.co.uk.
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.
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