At Chester Rose, we understand the unique financial challenges and opportunities facing dental professionals. Whether you’re running your own practice, planning to buy or sell one, or simply want to take control of your long-term financial goals, we’re here to help.

As a dentist, your time is focused on patients, practice performance, and professional
development. But when it comes to making confident decisions about your financial future, a clear, strategic plan can make all the difference.

Why dentists choose Chester Rose

Specialist expertise: We understand the unique challenges faced by dentists – irregular income patterns, navigating NHS/private revenue streams, the complexities of practice ownership, and balancing personal and business priorities.
‍A joined-up approach: Our team provides a joined-up approach to financial planning. We have established working relationships with specialist legal and accountancy firms meaning we can bring the right people to the table when you need them most. We can also work closely with your existing partners to ensure you’re supported from all angles.

Financial planning: an essential part of the journey

Your estate is as unique as you are, and we treat it with the individual attention it deserves. Our friendly team takes the time to understand your specific needs, aspirations, and concerns. We're here to guide you through the estate planning process with warmth and expertise, ensuring that every detail aligns with your wishes.

With Chester Rose, you’ll benefit from:

A comprehensive plan to build personal wealth alongside business growth
Tax-efficient strategies that work with your income and business structure
Protection planning to safeguard your family, practice, and income
Exit planning that maximises the value of your business when it’s time to sell

Goal based retirement planning: using cashflow modelling we can help you to plan for
the retirement you deserve, structuring your pensions and investments to help you
achieve your financial goals.

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Navigate the maze of inheritance tax

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A joined-up approach: Our team provides a joined-up approach to financial planning. We have established working relationships with specialist legal and accountancy firms meaning we can bring the right people to the table when you need them most. We can also work closely with your existing partners to ensure you’re supported from all angles.

Inheritance tax can be a complex landscape, but with Chester Rose by your side, you don't have to navigate it alone. Our friendly advisors will demystify the intricacies of inheritance tax, offering clear guidance and tailored solutions to help you make informed decisions about the financial future of your estate.

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Building a lasting legacy

Specialist expertise:We understand the unique challenges faced by dentists – irregular
income patterns, navigating NHS/private revenue streams, the complexities of practice
ownership, and balancing personal and business priorities.
A joined-up approach: Our team provides a joined-up approach to financial planning. We have
established working relationships with specialist legal and accountancy firms meaning we can
bring the right people to the table when you need them most. We can also work closely with
your existing partners to ensure you’re supported from all angles.

Estate planning is not just about numbers; it's about creating a lasting legacy that reflects your values and priorities. Let Chester Rose be your partner in crafting a friendly and effective estate plan that ensures your wealth is passed down seamlessly, leaving a positive impact for generations to come.

Explore the friendly side of estate planning with Chester Rose – where your legacy is our priority. Contact us today.

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The Financial Conduct Authority does not regulate inheritance tax and estate planning.