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In this episode, Paul walks through a real-world example of how financial planning can lead to a massive reduction in the tax you pay.
Paul explains the difference between a salesperson and a true planner, and how dovetailing reliefs can drop your effective tax rate to as low as 0%. He also covers why surplus cash on your company balance sheet is a hidden risk, how it can disqualify you from Entrepreneur and Retirement Relief.
If you're a business owner, high earner or anyone with surplus income, this is the kind of planning the high-street market won't show you.
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