In this episode, Jon and Steven are joined by three of the North East’s finest minds in tax: Our very own Adrian O’Connell, Evelyn Partner‘s Gary Smith and Weightmans‘ Nick Gray.
Together, they unpack the myths around tax advice, explain why you can’t afford to DIY your tax planning, and give some home truths about how bad decisions-or no decisions-can impact your exit valuation.
You’ll hear us discuss:
- Why great tax advice isn’t just about saving money
- The difference between tax compliance and proactive planning
- Why pensions and SIPP strategies aren’t just for retirement
- What HMRC’s current focus means for R&D claims and inheritance tax
- How changes to Business Asset Disposal Relief and CGT are impacting founders
- The importance of getting the right advice at the right time-especially at the start
This is a must-listen for startup founders, growth-focused business owners, and anyone thinking about an exit or fundraising!
