Personal Services › Personal Tax Planning
Keep more of what you earn. Legally.
Salary vs dividends, pensions, allowances — sensible planning, written down, reviewed every year.
Most people don't overpay tax through one big mistake. They overpay through a dozen small defaults: the allowance nobody used, the dividend taken in the wrong year, the pension contribution never made.
We review your whole position — business and personal together — and give you written recommendations in plain English. No schemes, no grey areas. Just the rules, used properly.
What's included
- Salary vs dividend planning for directors
- Pension contribution planning
- Personal, savings and dividend allowances optimised
- Family and spouse tax planning
- Year-end planning review every March
- Written recommendations you can act on
Getting started
Three steps. That's it.
1
Free consultation
A no-obligation chat about your situation, your deadlines and what you need taken off your plate.
2
Fixed-fee proposal
A clear quote covering exactly what's included. No hourly clocks. No surprises.
3
We take it from here
Deadlines tracked, filings done, everything explained in plain English.