Self Assessment
Company tax return preparation
Tax Planning Services for UK SMEs
As a business owner, you will need to pay corporation tax and personal tax. With our tax planning services, our job is to make sure you benefit from all of the tax savings you are eligible for. Effective tax planning can help minimise your tax bill — it all starts with the right plans being in place, which is an area our experienced experts can help you with. We advise SMEs in Birmingham, Walsall, Wolverhampton, Coventry, Dudley and across the UK.
What we offer
Tax planning reviews tailored
to your business
Advice on deductible expenses
Allowable reliefs
Guidance on salaries, bonuses
Dividend payments
Pension scheme setup with tax relief opportunities
Proactive updates on changing UK tax legislation
Start with a tax planning review
Every business will look at how to make tax savings, but the laws can be complex and depend on your circumstances and how your business operates. After we get to know your business, we undertake a straightforward tax planning review. The more we work with you, the greater the opportunities to increase your tax savings — putting more of your hard-earned money back into your pocket.
- ✓Lowering taxable income with legitimate deductions
- ✓Discussing how salaries, bonuses and dividend payments impact tax
- ✓Deferring income and bringing forward costs to retain more profit
- ✓Finding tax reliefs you and your business are eligible for
- ✓Setting up and operating a pension scheme with tax relief opportunities
- ✓Discussing tax-efficient investments
We will keep you up to date on tax changes
We have a team of tax experts always up to date on the newest tax changes. We want you to feel the financial benefits of our tax planning expertise and keep you informed on how changing laws impact both you and your business — so you do not have to track legislation yourself.
Tax planning from day one
With our company formation packages, we offer a free 15-minute tax advice session to get you started on the right foot. Tax planning services can also be added to any customised package for maximum benefit. Whether you are a sole trader, limited company director or growing SME, we help you stay compliant with HMRC while paying no more tax than you need to.
Why tax planning matters
01
Minimise tax liability and make your business more tax efficient
02
Estimate tax liabilities before payment is due
03
Ensure you abide by tax legislation and avoid penalties
04
Identify exemptions, deductions and opportunities you may be missing
Self Assessment for directors is included in our Basic accountancy package. Tax planning can be added to any customised package.
Frequently asked questions
What is the most tax-efficient salary and dividend split for a company director?
For most UK limited company directors, combining a salary up to the National Insurance / Personal Allowance threshold (£12,570) with dividends is the most tax-efficient approach, though employer NI rules and other income sources affect the exact split. We review this for you every tax year.
When should a business do a tax planning review?
Ideally before your financial year-end, while there is still time to make pension contributions, bring forward allowable capital expenditure, or plan dividend distributions.
Find the right package
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Or explore company formation, accounting and sole trader packages.