Tax Planning for Limited Companies done properly
I review your salary, dividends, expenses and pension contributions to make sure your limited company is not paying more Corporation Tax than it legally has to.
You deal with me directly, get a plain-English tax plan, and pay a fixed fee with no hidden extras.
“Would 100% recommend, is always polite, professional and helpful! His knowledge has been a saving grace many times.”
Is your limited company overpaying tax?
Answer five quick questions and get a personalised next step based on your current tax position.
What I handle on your behalf
Tax planning for a limited company covers several moving parts, and I look at all of them together rather than in isolation.
Salary and Dividend Structuring
Getting the balance between salary and dividends right is one of the most straightforward ways to reduce your personal tax bill as a director. I work out the most tax-efficient split for your specific situation each tax year. This is not a one-size-fits-all answer, because your other income, pension contributions and company profits all affect the calculation.
Reviewed annuallyCorporation Tax Planning
I look at allowable expenses, capital allowances and timing of expenditure to make sure your company is claiming everything it is entitled to before your year-end. Many limited company directors miss legitimate deductions simply because nobody has told them about them. I flag these before the deadline, not after the accounts are filed.
Proactive, not reactivePension Contributions and Tax Efficiency
Company pension contributions are deductible against Corporation Tax, which makes them one of the most tax-efficient ways to extract value from your company. I help you understand how much your company can contribute, what the timing implications are, and how this fits alongside your overall tax plan. You get a clear recommendation, not a vague suggestion.
Tax-efficient extractionWhy clients come back every year
Tax planning only works if someone is actually looking at your numbers throughout the year, not just at filing time.
You speak to the person doing the work
I handle every client personally. There are no junior staff, no handoffs and no account managers who need to go away and check with someone. When you have a question about your tax position, you get an answer from the qualified accountant who knows your file. That makes a real difference when timing matters.
Proactive advice, not just compliance
Most accountants file what you give them. I look at your numbers and tell you what I see before the year-end closes off your options. Tax planning is only useful if it happens at the right time. My clients hear from me when something is worth acting on, not just when a deadline is approaching.
Fixed fees, no surprises
You know what you pay before we start. Tax planning conversations do not generate extra invoices. Fixed fees mean you can ask questions freely without worrying about the clock running. That is the kind of relationship that makes tax planning actually happen rather than being deferred until it is too late.
How it works
Getting started takes one call, and everything after that happens remotely at a pace that suits you.
Book a free call
We talk through your current setup, what you are paying and what you want to achieve. No obligation, no sales pressure. I want to understand your situation before suggesting anything.
I review your numbers
Once we agree to work together, I look at your company structure, current salary and dividend split, expenses and any upcoming expenditure. I use cloud accounting software including QuickBooks, FreeAgent, Xero and Sage, so onboarding is straightforward whatever you are already using.
You get a plain-English tax plan
I set out what I recommend, why, and what the impact is in actual numbers. No jargon, no vague suggestions. You know exactly what I am proposing and what it saves before you agree to anything.
Ongoing support throughout the year
Tax planning is not a one-off exercise. As your income changes or new opportunities arise, I stay in contact and flag anything worth acting on. Same-day responses, fixed fee, and a direct line to me whenever you need it.
Ready to get this sorted?
Pick the option that feels right for where you are right now.
Common questions
AAT qualified accountant based in Uttoxeter. Personal, one-to-one accounting for small businesses and sole traders across the UK.