Specialist Limited company tax planning looks beyond what your company earns to consider how profits are retained, reinvested and ultimately accessed.
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 what has already happened. Strategic tax planning considers whether your corporate structure, director remuneration and longer-term extraction strategy remain appropriate for the level of profit your company now generates.
Our tax consultants and accountants work alongside appropriately qualified tax advisers and, where appropriate, specialist tax barristers.
Not by increasing turnover. By reviewing how profit is earned, retained, reinvested and ultimately accessed. Two limited companies producing the same turnover can generate materially different outcomes for their directors. Ownership, corporate structure, remuneration, pension planning and the timing of profit extraction can all affect the value ultimately retained.
Accurate accounting and tax compliance are essential. However, compliance work alone will not ordinarily determine whether the company’s wider structure remains suitable for its owners, profitability and future plans.
We consider the company’s ownership, share structure, financing arrangements and any connected entities to determine whether they remain aligned with its commercial objectives.
We review salary, dividends, employer pension contributions, benefits and other potential routes together, rather than treating each decision in isolation.
We consider how retained profits may be deployed, invested or extracted over time, taking account of taxation, cash flow, commercial risk and the director’s longer-term objectives.
Effective tax planning requires both a detailed understanding of the numbers and a careful interpretation of the relevant tax rules.
Our tax specialists and accountants review your financial position, company structure and commercial objectives together. This allows potential tax efficiencies to be considered in the context of how the business actually operates.
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 a detailed review of the relevant legislation, case law and HMRC guidance before a recommendation is finalised.
The objective is not simply to identify the lowest apparent tax result. It is to develop a structure that is:
Understand your limited company’s profitability, cash flow, distributable reserves and financial-reporting position.
Assess the relevant corporate and personal tax consequences, including the interaction between different taxes and planning options.
Obtain focused legal analysis where the complexity or materiality of a particular issue justifies independent specialist advice.
Document the agreed approach, complete the necessary steps and ensure that the resulting structure is administered and reported correctly.
Free initial review. No obligation
Your company, personal objectives and implementation requirements; considered together.
COMMERCIAL | TECHNICAL | PRACTICAL
The review is designed around the specific interaction between a profitable private company and the personal objectives of its owner-directors.
Accounting, tax, commercial and, where appropriate, specialist legal considerations are brought together within one coordinated review.
Options are compared using clearly stated assumptions, financial projections and realistic implementation requirements.
We explain what could change, why it may be beneficial, the principal risks and what would be required to proceed.
Recommendations must make sense for the underlying business. Tax efficiency is considered alongside cash flow, flexibility, administration and commercial risk.
Where you decide to proceed, the required accounting, tax, legal and company-secretarial steps can be planned in the correct sequence.
Free initial review. No obligation
At this level of profitability, decisions concerning ownership, remuneration, pensions, retained profits, investment and future extraction can have a material cumulative effect. If the company has grown significantly since it was established, the structure that was appropriate at incorporation may no longer be the most suitable structure today.
Your Free Initial Review
Share your details and company figures. Our specialist team will assess whether a closer review may be worthwhile.
We review the information you provide.
A specialist contacts you to discuss the figures.*
You decide whether you would like to proceed.