Getting your GP practice in order - advice from legal, financial and premises experts

Speakers:

Lisa Geary

Capsticks invites you to join us for an interactive discussion where we will be focusing on top tips for getting your house in order from a legal, financial and premises perspective.

In addition to our specialist primary care real estate lawyer, Lisa Geary, we are delighted to be joined by:

  • Ian Crompton - Primary Care Finance 
  • James Gransby - RSM Tax and Accounting  
  • Adam Thompson- Primary Care Surveyors

Aimed at GPs and practice managers, our experts will explore key issues arising from a case study involving two practices proposing a merger. The case study will be released to delegates who have signed up in advance of the session and will highlight merger specific topics but also general topics relating to the business of individual practices. The webinar will also include a Q&A session with the panel of experts. The topics will cover: Premises Key housekeeping issues such as essential title reviews, due diligence and compliance, lease formalisation, the importance of up to date partnership agreements, legal structures for a proposed development and alignment of property interests in a merger. 

Accountancy and Tax 

Merger due diligence, ensuring financial alignment, avoiding skeletons in the closet, minimising capital gains tax on property and retirement, VAT implications in development, capital allowances for tax relief and reducing the amount needed for funding.

Finance 

Key issues in premises ownership including what to consider when looking for a new loan or refinance; succession proofing, the issue of early redemption penalties, how to find the best rates and ‘build’ the right loan package for your practice. Surveying Understanding your practice profile, reviewing partnership agreements for the valuation clause, the quality of the existing premises and costs involved in building new surgeries vs extending.

Surveying

Understanding your practice profile, reviewing partnership agreements for the valuation clause, the quality of the existing premises and costs involved in building new surgeries vs extending.

We expect a lively discussion from our experts and there will be plenty of opportunity to ask questions of the panel.

Event contact

If you have any queries about this event or would like to tell us about your dietary or access requirements then please email us events@capsticks.com

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.