Accounts and corporation tax
File the company position after year end.
View serviceAdvisory
Tax planning before the decision is fixed
We model owner pay, reliefs and timing during the year so the available choices are visible while you can still act.
Definition of the work
Planning compares options before compliance records the outcome
A tax return explains what happened. Tax planning considers salary, dividends, pensions, investment and timing before the transaction takes place.
We use current records to show the financial and tax effect of the realistic choices available to you.
- Owner pay and extraction modelling
- Relief and capital allowance review
- Timing and business structure considerations
What it produces
One clear output you can use
Owner pay optionsPlanning year 2026/27
Salary and dividend option£74,000Current estimate
Pension contribution option£20,000Forecast
Recommended positionSigned
Recommendation signed with assumptions and the period covered.
A worked example with illustrative figures.
Boundaries
What this does not include
- Preparing the annual company return is not the planning engagement. This is covered under Accounts and corporation tax.
- Preparing a personal tax return is not included in this work. This is covered under Self Assessment.
- An R&D claim needs its own technical assessment and submission. This is covered under R&D tax credit claims.