Accountant Jeff joins Jonathan Jay to explain how business owners can extract cash, protect family wealth, incentivise key people, and use pensions without giving away unnecessary tax.
Episode 328 | Runtime: 23:34 | Audio Episode
Hear Jonathan Jay and Jeff break down practical tax efficient structures for company owners, acquisition entrepreneurs, and business buyers.
Episode
328
Runtime
23:34
Topic
Tax Planning
Format
Expert tax planning session
Jeff explains how dividends between UK companies can move surplus profits into a separate investment company without triggering personal dividend tax, creating a stronger platform for savings, assets, and family wealth planning.
The episode explores how LLP and partnership structures may help reward senior team members, reduce employer national insurance exposure, and give key people a stronger commercial stake in the business.
Jeff outlines how pension contributions, small self administered schemes, commercial loans, and retirement planning can help owners move money efficiently while preserving long term flexibility.
In this episode, Jonathan Jay introduces Jeff, the accountant he has trusted for nearly 13 years, to unpack tax efficient strategies that can materially improve how business owners manage surplus cash, family wealth, and long term company value.
Jeff explains why many owners overpay tax because they rely on conventional extraction routes instead of designing a proper structure around dividends, family investment companies, service companies, partnerships, pensions, and shareholder control.
For acquisition entrepreneurs, the conversation is especially relevant because smarter tax planning can preserve cash, support deal funding, protect capital, and create cleaner structures for future exits, inheritance planning, and reward systems for key people.
Download the reports, checklists, videos, and cheat sheets Jonathan Jay recommends for business buyers who want to source, structure, fund, and complete acquisitions without risking unnecessary personal cash.