Sweating your assets and reviewing your finances - a general health check for GPs and practice managers

Join us for our webinar on 22 June where we will be discussing best practice and getting your house in order from a legal, accountancy, tax and surveying perspective.

Our specialist real estate partner, Lisa Geary will be joined by Ian Crompton, Primary Care Finance, James Gransby, RSM UK Tax and Accounting and Adam Thompson, Primary Care Surveyors.

Tailored for GPs and practice managers, the panel will explore the following:

Legal

• Premises housekeeping – property title and compliance audits
• Lease reviews – where you are a tenant practice and/or have occupiers of your space
• Smooth succession – importance of partnership agreements aligning with property arrangements

Accountancy and Tax

• What makes a practice profitable in a time of static income and rising costs
• How an effective PCN is key to your GP practice’s financial health
• Being financially attractive to new partners

Finance

• Options available when taking a surgery loan
• Things to consider when choosing the best option
• Some common issues when looking for new finance

Surveying 

• Owned premises: Notional rent – how to start the process
• Owned premises: Why do I need my surgery valued?
• Leased premises: Rent reviews and service charges

Attendees will be treated to an engaging and lively discussion from our speakers and there will be plenty of opportunity to ask questions at the end of the session.

Event contact

If you have any queries about this event, please get in touch with us at [email protected]

Additional information

Please note that unless otherwise stated our events are free to attend. Places at our events are subject to availability and awarded at the discretion of Capsticks. If space becomes limited at this event and we may need to restrict numbers attending from individual organisations.