The Seven Costliest Tax Mistakes UK Business Owners Make - And How to Avoid Them

Learn how to avoid unnecessary tax traps and protect the wealth you've worked hard to build.

"His advice was clear, practical, and focused on long-term benefits, not just in terms of personal financial planning, but also corporate tax efficiency." (J Jensen)

What's inside the guide?

Smart Owners Don’t Pay More Tax Than They Have To.

• How to avoid unexpected tax charges on your business exit

• The pension mistake that limits your wealth extraction

• Why “saving tax” today could cost you 6 or 7 figures in the future

• The #1 overlooked strategy for inheritance tax

• When gifting goes wrong: common errors

Who is this for?

This is for you if you are...

• A successful limited company director or business owner

• Sitting on excess retained profits you want to use more tax-efficiently

• Planning an exit, sale, or succession within the next 5–10 years

• Looking to future-proof your family wealth against poor tax planning

Why Caldwell Financial?

Trusted Advice. Proven Results.

• Chartered Financial Adviser (CFA. MCSI)

• 15+ years advising company directors

• Estate planning & tax mitigation for 7-figure business owners

• “Clarity, Control, and Confidence” in every plan we deliver