The Exec Connect Tax Toolkit for Growth & Success
29th January 2026
Understanding the Foundations of Tax Efficiency
Many business owners pay more tax than they need to — not because they make bad business decisions, but because they don’t fully understand how tax treatment works.
A decision that you make now could grow your turnover by 10%, but if it jeopardises a tax relief that saves you 40%, is that a good decision? Better still, if you can arrange your business or investment strategy to achieve that 10% growth in turnover, and also obtain a tax break that you currently don’t have, why aren’t you doing that?
In this session, we’ll strip tax back to basics, introducing some of the fundamental concepts which can help you integrate tax planning into your business and investment decisions.
What You’ll Learn
- How different ownership structures will affect the tax treatment of various business and investment ventures.
- Tax reliefs and exemptions are available in certain commercial situations, enabling you to move assets to a more tax-efficient structure.
- Where most people get this wrong — and how to get it right.
- Practical ways to align your business planning with your personal wealth strategy.
👉 Outcome: You’ll leave with a clearer understanding of how tax works in practice, and when you need to integrate tax efficiency planning into your strategy and decision-making, for your business and your personal wealth.