Successful Succession for GPs

Posted On September 9, 2015 By mhauk

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Date(s) - 09/09/2015
1:30 pm - 6:00 pm

Village Hotel


Tailored not just for GPs thinking about their retirement, but also their successors; Salaried GPs and Locums. The topics will cover issues to help all parties understand how to get the most from their career, whether just embarking on it, or having already served the community for many years.


1.30pm – Welcome lunch

2.30pm – Session 1 — Property issues

Leases, property sale and purchase with Ash Jilani, Brachers Solicitors

Detailing what you need to know from a legal perspective whether you are buying into partnership, or handing your practice to the next generation. Looked at from a property angle and covering leases (when and where to use them) and other topical issues around property.

Valuations and premises funding with Rosemary Jones, Invicta Chartered Surveyors

Reporting on what is happening at ground level including the valuation process (buying, selling and independence) and how premises are funded.

Buy in loans and interest rates management with Jon Goad, Lloyds Bank

Setting out interest rate risk management for buy in loans together with terms. Explaining the process for buy in loans and what financial information the bank will ask for when making a lending decision.

4.15pm – Session 2 — Mergers, finance and pensions

Mergers including current issues with Tony Brand, AISMA (Haines Watts Chartered Accountants)

Discussing mergers between practices including what needs to be considered by all parties during the merger process.

Legal aspects of mergers with Matt Simmonds, Brachers Solicitors

Mergers and acquisitions of practices, the legal structures, and practice due diligence.

Earnings report, tax considerations on entry and exit with James Gransby, AISMA (MHA MacIntyre Hudson)

Just how much does an average GP partner earn? James reports on this together with tax considerations on partnership entry and exit to avoid being caught out by the tax traps waiting for the unprepared.

Pensions issues and scenarios with Paul Gordon, MacArthur Gordon Financial Advisers

Pensions advice, both for those who have been in the scheme for some time, and also new entrants. Changes to the fabric of the NHS Pension Scheme coupled with changes in the pension tax landscape have made Paul very busy advising NHS Scheme Members of how they are affected, and their available options.

6.00pm – Sessions end, speakers will be available to answer your questions


To book your place(s) click here.