As a company director or shareholder, your personal tax return is tied to how you take money out of your business. We handle the return and plan the salary-and-dividend mix around it, so you stay compliant and keep more of what you earn.
How you pay yourself, your dividends, your pension contributions and any other income all come together on your self assessment return. They need to be planned together, alongside the company's figures, because a decision on one side changes the tax on the other.
Let's fix itYou leave your return until January and hope the bill isn't as bad as last year.
Nobody's joining the dots between your dividends, your salary and your personal tax.
You're not sure if you're taking profit in the most tax-efficient way.
Payments on account catch you out and the cash-flow timing hurts.
We prepare the return, but most of the work happens earlier in the year, planning how you take money out so that the bill is as low as it legitimately can be.
All your income (salary, dividends, benefits, property, savings) reported accurately and filed on time with HMRC.
We set the most tax-efficient mix of salary and dividends for you as a director, in step with the company accounts.
You know what you owe and when (including payments on account) with time to plan for it.
Pension contributions, the dividend and personal allowances, marriage allowance and more, all applied where they help.
Your personal return and your company's accounts are handled by the same team, so nothing falls between the two.
We're your agent, so HMRC correspondence and any queries come to us.
A no-obligation chat. We learn your business, spot what's costing you, and tell you where we can help.
One fixed fee, agreed in writing before anything starts. No hourly billing, no surprise invoices, no clock-watching.
We do the switch, deal with HMRC, and keep everything filed on time. You deal directly with Bobby throughout.
A qualified, regulated practice, never described as chartered, always straight with you. Bobby's been in accountancy since sixteen.
You know the cost before we start. No hourly billing, no surprise invoices at year end.
You deal with the person doing the work, and it is the same person each time.
Xero, QuickBooks or FreeAgent means we work with you wherever you are. Rooted in Kent, working nationwide.
If you take dividends, have other untaxed income, or HMRC has issued you a notice to file, then yes. Even when it isn't strictly required, filing is often worthwhile to claim reliefs. We'll tell you clearly what applies to you.
You get a £500 tax-free dividend allowance, then dividends are taxed at 10.75% (basic), 35.75% (higher) and 39.35% (additional rate) depending on your total income. Note that the basic and higher rates both rose by 2% from 6 April 2026. For most directors the planning lies in the balance between salary and dividends, and we work through that with you.
If your tax bill is over £1,000 and mostly not collected at source, HMRC asks you to pay next year's tax in two instalments on account (31 January and 31 July). We forecast these so that the timing does not catch you out, and reduce them where your income has fallen.
Online returns and payment are due by 31 January following the tax year (which ends 5 April). We aim to have yours done long before then, so that you have time to plan for the payment.
Book a free, no-obligation review. We'll show you where we can help, and what it'll cost, upfront.
