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Show Notes

Check if your dental practice qualifies for capital allowances here >>> https://www.dentistswhoinvest.com/chris-lonergan

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UK Dentists: Collect your verifiable CPD for this episode here >>> https://courses.dentistswhoinvest.com/smart-money-members-club

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Tax isn’t just a bill; it’s a design problem. We sit down with dental tax expert Shishir and performance coach Dr Barry Alton to rebuild the way dentists think about money, from the timing of income to the shape of an exit. The conversation is direct, practical, and aimed at one outcome: keeping more of what you earn while building a practice that’s easier to run and more valuable to sell.

We start by fixing timing. Too many practices recognise revenue on money received, paying tax before treatment is delivered. Switching to production‑based recognition aligns tax with effort, reduces cash flow shocks, and stops the cycle of borrowing to pay HMRC. From there, we dive into a smarter extraction stack: blend salary, dividends, pensions, retained profit, and legitimate family roles to move the same profit home with less combined tax. It’s coordinated, not complicated, and it keeps working capital healthy while your household saves.

Then we flip the growth model. Scaling with post‑tax scraps is slow and costly. Using retained, pre‑tax profit to fund acquisitions and new surgeries preserves momentum and compounds returns before the final tax bite. Finally, we separate clinical income from non‑clinical value like brand, IP, education, and property. Clean books create clean EBITDA, fewer add‑backs, and stronger valuations. Buyers reward clarity, and lenders do too. Throughout, Barry shows how accurate, real‑time data enables better associate pay structures, faster decisions, and lower stress.

If you want a framework that lowers your effective rate, strengthens cash flow, and positions you for a higher multiple at exit, this is your playbook. Subscribe, share with a colleague who needs a better tax plan, and leave a review to tell us which lever you’ll optimise first.

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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.

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