Insights from an Expert Accountant

In this episode of Business Buying Strategies, Jonathan introduces Jeff, an accountant he has worked with for nearly 13 years.

Jeff shares invaluable tax-efficient strategies to help business owners maximise their savings and minimise tax liabilities. Key topics discussed include the benefits of family investment companies, approaches for handling inheritance tax, rewarding key employees using partnerships, using service companies owned by family members, and leveraging pensions for tax benefits.

Jeff explains how to structure deals in a way that optimises financial outcomes without risking personal cash, providing practical insights for business owners aiming for smarter financial management.

Key moments

00:47 Meet Jeff: The Go-To Accountant
01:27 Tax-Efficient Money Extraction
01:58 Family Investment Companies Explained
04:18 Inheritance Tax Strategies
07:02 Incentivising Key Employees
10:02 Using Service Companies for Tax Efficiency
13:46 Pension Planning Insights
17:31 Ensuring Compliance and Control
23:00 Conclusion and Resources

** Looking for a great acquisition lawyer in the UK? Use mine! **

If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk.

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if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.