Our Owner-Managed Business Tax. Services
Everything from compliance to strategic planning — handled by Chartered Certified Accountants & Chartered Tax Advisers with 13+ years of specialist experience.
Salary & Dividend Optimisation
The most tax-efficient combination of salary and dividends changes each year. We calculate and advise the optimal split.
- Annual salary and dividend review
- NIC and income tax modelling
- Pension contribution integration
- Director’s loan account management
- Benefit in kind review
Family Investment Companies
FICs are an increasingly popular structure for succession planning — we design and implement them correctly from the start.
- FIC structure design and setup
- Share class and voting rights
- Loan back arrangements
- IHT and succession planning
- Ongoing FIC advisory
Profit Extraction Planning
Extracting profit tax-efficiently over the long term — beyond dividends, including property, pensions and other vehicles.
- Pension contribution planning
- Interest and royalty payments
- Rent and licence arrangements
- Share buyback planning
- Capital vs revenue extraction
Exit & Succession Planning
Planning your exit before it happens — whether through sale, MBO, family succession or wind-up.
- Business Asset Disposal Relief
- Share reorganisation pre-sale
- MBO and management incentives
- EMI and share schemes
- Goodwill and IP extraction
EMI & Share Schemes
Attracting and retaining key employees with tax-efficient equity incentives — properly structured and approved.
- EMI scheme setup and HMRC approval
- Growth shares and hurdle shares
- CSOP and SAYE schemes
- Unapproved share options
- Employee share valuations
Personal Tax Planning
Personal self-assessment returns and tax planning for owner-directors — integrated with the business picture.
- Self-assessment returns
- Property income
- Investment income
- Pension tax relief claims
- Foreign income and assets