Specialist company profit-extraction planning examines how and when you access value, not simply how much profit your company generates.
Enter your details and approximate annual profit. We'll assess whether your position merits a specialist review.
Your review includes:
Explore whether you could retain up to 20% more
Confidential specialist review
Chartered Accountants and specialist tax professionals involved where appropriate
Keep your existing accountant
Three months' free accountancy available if you choose to join
Annual accounts confirm how much profit the company has generated. Strategic profit-extraction planning considers how that value could be accessed, over what period and through which combination of available routes.
We assess distributable reserves, working-capital requirements, director remuneration, dividends, employer pension contributions and your personal tax position together, not as disconnected year-end decisions.
Our tax consultants and accountants work alongside specialist tax advisers and, where appropriate, independent tax barristers to examine the relevant legislation and identify compliant options suited to both the company and its owners.
Not by closing or selling the company. By coordinating what you extract, how you extract it and when, while protecting the capital the business needs to continue trading.
Two companies generating the same profit can produce materially different outcomes for their owners. Salary, dividends, pension contributions, benefits, ownership, other personal income and extraction timing can all affect the value ultimately retained.
Accurate accounts and tax compliance are essential. However, year-end accounting alone will not ordinarily establish the most appropriate way to access company profits or determine how different extraction methods interact.
We establish what can lawfully be distributed while allowing for liabilities, working capital, planned investment and the company’s continuing commercial requirements.
We consider salary, dividends, employer pension contributions, relevant benefits and other available routes as one coordinated package.
We model how the amount and timing of extraction could affect your personal tax position, cash requirements and longer-term financial objectives.
Effective profit-extraction planning requires a detailed understanding of the company’s accounts and the tax consequences for its owners.
Our accountants and tax specialists review profitability, distributable reserves, cash flow, shareholder circumstances and personal objectives together. This helps ensure that a projected tax benefit is not undermined by company-law requirements, reporting obligations or commercial realities.
Where the legislation is complex, or a material point requires more detailed legal analysis, we may work with an independent specialist tax barrister. That analysis may include the relevant legislation, case law and HMRC guidance before a recommendation is finalised.
The objective is not simply to identify the lowest apparent tax figure. It is to develop an extraction strategy that is:
Understand profitability, cash flow, distributable reserves, liabilities and the capital required within the business.
Compare the company and personal tax consequences of credible extraction options using clearly stated assumptions.
Obtain focused legal analysis where the complexity or materiality of an issue justifies independent specialist advice.
Complete the agreed accounting, tax, payroll, pension and company-secretarial steps in the correct order.
Free initial review. No obligation
Your engagements, position and personal objectives are considered together.
COMMERCIAL | TECHNICAL | PRACTICAL
Designed for profitable limited companies that need to release value while remaining active and commercially secure.
Accounting, corporate tax, personal tax and, where appropriate, specialist legal considerations are brought together.
Options are compared using company figures, personal circumstances, clearly stated assumptions and realistic implementation requirements.
We explain what could change, why it may be beneficial, the principal considerations and what would be required to proceed.
Tax efficiency is considered alongside working capital, future investment, flexibility, administration and commercial risk.
Where you decide to proceed, the required accounting, tax, pension, legal and company-secretarial steps can be planned in sequence.
Request a free, no-obligation specialist review.
This initial review is intended for UK-resident owner-directors of limited companies generating at least £100,000 in annual profit before Corporation Tax and intending to continue trading.
At this level of profitability, decisions concerning salary, dividends, employer pension contributions, retained profits and extraction timing can have a material cumulative effect.
If profits or cash have accumulated without a deliberate extraction plan, an annual dividend calculation may no longer be enough.
This service concerns extraction planning for continuing companies. It is not a liquidation, company-closure or business-sale service.
Your Free Initial Review
Find out whether your current extraction strategy remains appropriate for your company and personal objectives.
We review the information you provide.
A specialist contacts you to discuss your objectives.*
You decide whether you would like to proceed.