Bulletproof Entrepreneur

#59 Pre Budget Special - A Tax Planning Masterclass for Business Owners with Nimesh Shah, CEO of Blick Rothenberg


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This show is all about reverse engineering the successful scale, sale, and exit of your business and enjoying life on the other side.

And for every successful business owner, smart tax planning is crucial to business growth and future sale.

Whether it's corporation tax, PAYE, income tax, dividends, or VAT, , they all play a part and impact decisions you make.

When the time comes to sell your business, planning effectively and well ahead of time can have a huge impact on you and your family.

Our new government’s first budget or autumn statement is coming up in a few weeks, on October 30th, and all business owners will be paying close attention to what Rachel Reeves, our Chancellor, says that day.

So, in a special pre-budget episode of Bulletproof Entrepreneur, I am delighted to introduce you to Nimesh Shah, the CEO of Blick Rothenberg, a leading firm of chartered accountants and tax advisers with a special focus on providing advice to entrepreneurs.

  • During our conversation, you’ll learn what Nimesh believes could happen to capital gains tax, inheritance tax, and pension rules, all of which will impact business owners.


  • He shares his advice on how entrepreneurs should plan ahead of the budget, including an idea that could lock in today’s possibly lower rate of CGT even if you don’t compete on your business sale for a year or so—although there are some risks, as he explains with an interesting client story!


  • Aside from the budget, we also discuss broader tax planning issues for business owners and how to optimise your situation two to three years before you plan to sell your company.


  • We also discuss an issue many business owners are considering—relocating overseas to a tax-favoured country. His advice is very thoughtful.


This is truly a business owner’s tax planning masterclass from one of the country's leading authorities on the subject.

Please listen, learn, and get in touch with Nimesh or myself if you want to learn more.

Links:

https://www.blickrothenberg.com/about-us/partners/nimesh-shah/

https://www.linkedin.com/in/nimesh-shah-22b2b037/


This podcast is produced by GR Media
Sponsored by Capital Asset Management

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Bulletproof EntrepreneurBy Alan Smith


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