As an Accountancy Director, I get asked a lot of the same big questions by practice owners and associates: Am I paying too much tax? Is it time to incorporate? When should I start planning my exit?

In my latest video, I sit down to answer these exact questions and share a few practical strategies to help you get the most out of your finances.

Some of the issues I address include:

• Smart tax optimisation – how high-earning associates and practice owners can save tens of thousands by structuring income correctly (and how much to set aside for HMRC).
• Timing your exit – why starting your exit strategy two years early can unlock massive tax savings when selling your practice.
• Bookkeeping vs. Accounting – why getting your financial data in order is the essential starting point for growth, lending, and practice purchases.
• HMRC Investigations – how we handle the back-and-forth directly with HMRC to defend your position if you’re ever targeted.

Have a question about your own setup or future plans? Get in touch, I’d be happy to run the maths for you and see where we can find some easy wins.