Owner-Managed Business Advisory

Extract profits tax-efficiently, protect your wealth, and plan for the future with expert advice tailored to UK property businesses and SMEs.

Supporting Owner-Managers to Protect Wealth, Extract Profit, and Plan for the Future.

At The Tax Lead, we help property investors, SMEs, and owner-managed businesses structure smarter. Our expert advisory ensures you extract profits tax-efficiently, protect family wealth, and plan succession, all while staying fully HMRC compliant.
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Profit Extraction & Remuneration Planning

Take home more, pay less tax (legally).
We design tailored strategies to balance salary, dividends, pension contributions, and benefits, helping you maximise post-tax income while keeping HMRC happy.

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Director’s Loan & Dividend Strategy

Avoid costly mistakes. Stay compliant.
Poorly managed directors’ loans or dividend payments can trigger unexpected tax bills or HMRC investigations. We advise on the safest, most tax-efficient way to handle cash withdrawals, loan repayments, and dividend timing.

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Family Investment Companies (FICs)

Build and protect generational wealth.
FICs are a powerful tool for transferring wealth to family members while retaining control and mitigating inheritance tax (IHT). We guide you through the setup, tax compliance, and management of an FIC tailored to your business and family needs.

Succession Planning & Estate Tax Considerations

Future-proof your wealth and your business.
Whether you plan to sell, retire, or pass the business to the next generation, we help navigate the complexities of succession. Our advice covers capital gains tax, inheritance tax mitigation, and ensuring your legacy transfers smoothly, with minimal tax erosion.

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Non-Resident Landlord Company Services

Maximise property returns. Minimise tax hassle.
Own UK property through an offshore company? We handle non-resident landlord tax filings, UK corporation tax compliance, withholding issues, and ensure your rental income stays fully compliant, without hidden tax risks.

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Transfer Pricing Documentation (for Larger Mid-Size Groups)

Stay compliant and defend your position with clear, robust transfer pricing reports. We prepare documentation that meets HMRC requirements, reduces audit risk, and ensures your intercompany transactions are fully supported.

Why Businesses Trust The Tax Lead​

  • Property & SME Specialists – Deep expertise in UK property tax and small business compliance.
  • Tailored Advice – No cookie-cutter solutions. Every recommendation is bespoke to your goals.
  • Proactive Support – We spot risks, opportunities, and savings before HMRC does.
  • Transparent Fees – Fixed, fair pricing. No hidden surprises.
  • End-to-End Service – From setup to exit, we support your full business lifecycle.

Frequently Asked Questions

Have questions? Our FAQ section covers the answers to the most common queries about our services, from Owner-Managed Business Advisory

How can I take money out of my business in the most tax-efficient way?

One of the biggest challenges for OMBs is balancing salary, dividends, pension contributions, and benefits. The right mix depends on profitability, cash flow, and long term planning and getting it wrong can mean paying significantly more tax than necessary.

Should I continue as a sole trader/partnership or incorporate as a limited company?

The decision affects tax rates, liability protection, access to reliefs, and credibility with banks and investors. Many OMBs start as sole traders but miss out on the tax and growth advantages that incorporation can offer at the right stage.

How do I plan for succession or selling my business without losing value to tax?

Succession planning is often left too late. Owners need to consider capital gains tax, inheritance tax, business property relief, and shareholder agreements. Early planning maximises sale value and ensures a smooth handover to family or buyers.

How can I balance business reinvestment with personal wealth protection?

Owner-managers often blur business and personal finances. Strategic planning helps ringfence personal wealth, use pensions and investments wisely, and still reinvest enough into the business to drive growth.

What Our Clients Say?

Alexander James Thompson Director, Property Investment Company

I never realised how much I was overpaying until restructured my director’s loan and dividend strategy. It’s saved me thousands.

Ethan Michael Hall Owner, Family Business Group

Setting up an FIC was one of the smartest decisions for our family wealth. [Firm Name] guided us through every step, stress-free

Liam Patrick Ryan Managing Director, SME Group Company

Their advice on profit extraction and succession planning was game-changing. Professional, clear, and highly recommended

Feeling stuck on where to start?

Schedule a Free 30-minute discovery call by providing your contact details, mentioning your requirements, and selecting a convenient date for the call.

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