Your return and the company’s are one decision, not two.
How you are paid, what you take as dividends and what stays in the company all land on your personal return. Decided together, before the year ends, rather than reconciled afterwards.
You own the company, so your tax position is really two positions
Most director-shareholders are advised on the company and the person separately, by people who do not talk to each other. The decisions do not divide that neatly.
Company as well as personal?
We act for the company and the people who own it, so the two positions are decided together rather than discovered separately.
Everything useful happens before 5 April
By the time a return is being prepared, the year is closed and the number is fixed. The work that changes it happens months earlier.
Salary, dividends and pension checked against how the company is really performing, not last year’s plan.
Timing of dividends, pension contributions, and clearing or formalising any director’s loan balance.
From here the figures are what they are. Everything after this point is reporting, not planning.
Company accounts, dividend vouchers, P60s and any other income pulled together in one place.
You get a written summary: what you owe, why, and what to look at before the next year end.
The personal side, with the company in view
Prepared, checked and filed, with everything that sits alongside the company income.
Talk to us → 02 · ExtractionSalary, dividends & pensionModelled on your own figures and reviewed each year, rather than set once and inherited.
Talk to us → 03 · BalanceDirector’s loan accountTracked through the year so it is managed deliberately instead of found at the year end.
Talk to us → 04 · Other incomeInvestments & overseas incomeDividends, gains, interest and anything arising outside the UK, reported in one place.
Talk to us → 05 · EquityShares & option schemesWhere you also hold options or growth shares, or where the company grants them to others.
See how it works → 06 · Longer viewSuccession & the eventual exitWhat happens to the shares in time, and what that means for the people who inherit them.
See how it works →The ones that come up every year
Should I take more salary or more dividends?
It depends on the company’s profits, your other income, what you want the company to keep, and your pension position. There is no universal split, and the answer changes as rates and your circumstances change. We model it on your own numbers each year rather than applying a rule of thumb.
Do I have to file a return just because I am a director?
Being a director does not by itself require a return, despite what is often assumed. What matters is the income you actually receive and whether it falls within the circumstances HMRC requires to be reported. We check the position rather than register you by default.
My company accountant already does my personal return. Why change?
You may not need to. The question is whether anyone is looking at both positions together, and whether anyone speaks to you before the year end rather than after it. If that is happening, you are well served.
What if I have income from outside the UK?
It usually still has to be reported here, and there may be relief for tax already paid abroad. International affairs are normal for us, not an exception, so this is scoped in rather than treated as an add-on.
When is the best time to start?
Before the tax year ends, because that is when decisions can still change the outcome. Starting mid-year is fine; starting in January means we can file accurately, but the year is already fixed.
You will know the number before we start
Every engagement is scoped before it is priced. You get one figure for the work, agreed in writing before anything starts. Never hourly, never a percentage of a repayment or a relief.
What it comes to depends on how the company pays you, how many companies are involved and whether any income or assets sit overseas, so we quote once we know that rather than from a standard list.
Get a fixed quote →Tell us what has changed.
A short set of questions about your income, the company and anything held outside the UK. We come back with a scope and a fixed price. If we are not the right firm for you, we will say so rather than quote for it.
Start scoping →