# #328 Tax efficient strategies for business owners

Page: https://stenobird.com/podcast/business-buying-strategies-from-the-dealmaker-s-academy-967546/328-tax-efficient-strategies-for-business-owners
Text version: https://stenobird.com/podcast/business-buying-strategies-from-the-dealmaker-s-academy-967546/328-tax-efficient-strategies-for-business-owners.md
Podcast: [Business Buying Strategies from The Dealmaker's Academy](https://stenobird.com/podcast/business-buying-strategies-from-the-dealmaker-s-academy-967546)
Published: 2025-07-02T05:00:00+00:00
Episode link: https://thedealmakersacademy.libsyn.com/328-tax-efficient-strategies-for-business-owners
Audio file: https://traffic.libsyn.com/secure/thedealmakersacademy/Jeff_Lermer.mp3?dest-id=692724
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JSON: https://stenobird.com/v1/public/podcasts/business-buying-strategies-from-the-dealmaker-s-academy-967546/episodes/328-tax-efficient-strategies-for-business-owners
Duration seconds: 1414

## Resource

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. Ready to get started? Here's how you can start your business buying journey… Download our free Business Buying Toolkit https://dealmakers.co.uk/business-buying-toolkit Join our Business Acquisition FastTrack programme https://www.dealmakers.co.uk/fast Already bought a business? 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. Ema…

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## Transcript

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