The Ultimate FD Podcast

#178 - Tax Talks - OpCo PropCo


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Welcome back to another episode of Tax Talks! 

 

If you don’t know this already, Tej is a financial advisor and business strategist who knows the ins and outs of building smart, tax-efficient business structures like nobody else I’ve met. 

 

For this installment of Tax Talks, we dive into a topic that might not sound sexy on the surface - OpCo and PropCo structures - but if you run a business, this stuff is absolute gold.

 

We talked all about the benefits of splitting your trading company (OpCo) from your property-holding company (PropCo), and why doing this can be a complete game changer when it comes to protecting your assets and planning ahead. 

 

Tej shared not only the mechanics of how it works, but also some great real-world examples of clients who’ve saved a ton in tax and kept their businesses safe by putting these structures in place.

 

Tej breaks down exactly when it makes sense to set up this kind of structure, how it can help if you’re thinking about selling your business, and even how to use things like SSAS pension schemes to buy property in a really tax-savvy way.

 

This isn’t just for the mega-rich or big corporations - this is a strategy that smart business owners at any level can start thinking about now. Whether you're looking to grow, exit, or just protect what you’ve built, there's so much value in understanding how these structures work.

 

By the end of the episode, you’ll have a proper grasp of how to separate your assets from your trading activities, why that matters, and what steps to take to get it all moving in the right direction. 

 

Big thanks to Tej for coming on and dropping so many gems - you're definitely going to want a notebook for this one!

 

Tune in and enjoy. 

 

UFD RESOURCES: 

 

👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit    

 

👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/ 

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