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Take income from your company with a clearer plan.

Salary, dividends, pensions and personal tax all work together. We help you compare your options and take care of your Self Assessment return.

Discuss your personal tax

Free 30-minute initial call. Detailed work quoted separately.

Is this the help you need?

For directors, business owners and individuals who need help with their tax return or a decision about income, pensions or asset sales.

How we can help

Director remuneration

We compare salary, dividends and employer pension contributions against your income needs, company profits and overall tax position.

Self Assessment (SA100)

We gather the relevant income and expense information, prepare your return and explain the calculation before filing with your approval.

Director loans & benefits

We review money taken from the company, outstanding loan balances and benefits to identify tax charges, reporting needs and repayment considerations.

Capital gains & estate planning

Before selling an asset or making a significant gift, we assess the tax implications and available reliefs, with legal or specialist input where needed.

A clear scope before work starts

01 / Explain the situation
Tell us what you need to resolve, your timetable and any deadline. We establish whether we can help.
02 / Agree the service
We set out the work, fees and records needed. You decide whether to proceed before we begin.
03 / Review the next step
We carry out the agreed work and explain the findings, submissions or actions that need your approval.

Questions you may have

Is there one best salary for every director?

No. The right balance depends on your other income, company position, National Insurance and eligibility for allowances. We compare options using your circumstances.

Can you deal with rental or investment income too?

Yes. We can include relevant income in an agreed Self Assessment engagement. More complex matters, overseas income and separate planning are scoped before work starts.

Is pension advice included?

We can explain pension tax treatment and contribution allowances. Investment choices and regulated financial advice require an appropriately authorised adviser.

Tell us where you need help.

Start with a short summary and any deadline. We will explain what information we need and how we can assist.

Discuss your personal tax

Prefer to call? 020 8432 2774

Information reviewed on 30 September 2026. This is general information, not personalised advice. Tax treatment depends on your circumstances, eligibility and the rules applying to the relevant period.