Get your free verifiable CPD for this episode here >>> https://www.dentistswhoinvest.com/videos/effective-inheritance-tax-planning-with-luke-hurley-and-anick-sharma

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Inheritance tax is often called “the optional tax”—because with the right planning, dental professionals can significantly reduce its impact and protect family wealth. Financial experts Luke Hurley and Anik Sharma break down the key strategies to help you safeguard your estate.

Every UK taxpayer has a £325,000 nil rate band, transferable between spouses, plus a £175,000 residence nil rate band for direct descendants. But beyond these limits, a 40% tax can erode your hard-earned wealth. This episode explores practical tax-saving strategies, including the often-overlooked gifting from normal expenditure out of income—a powerful tool for high-earning dentists.

Our experts also tackle common pitfalls, such as poor investment choices promising tax relief, international tax complications, and key business relief rules affecting dental practice sales. Their philosophy? Smart planning should balance tax efficiency with enjoying your wealth—after all, as Anik says, “When they die, I want to see the cheque to the undertaker bounce.”

Want to secure your family’s financial future? Listen now—and UK dentists can earn free verifiable CPD by completing the questionnaire in the episode description!

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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.

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