Founders & Business Owners
Remuneration, dividends, pensions, profit extraction and future business-sale planning — your company and your own position considered together, not in separate silos.
Most firms look after the company accounts and leave the owner’s personal position to a different conversation, months later. We plan them as one picture: how profit leaves the business, how it is taxed on the way to you, what it means for your pension and family, and how today’s decisions shape the eventual sale of the business.
Founders carry a tax position most advisers never see whole: company profits, personal extraction, shares that may one day be sold, and a family whose finances are tangled with the business. Handled department by department, the pieces work against each other — a dividend policy that wrecks a mortgage application, a share structure that costs six figures at exit because it was set up in an afternoon years earlier.
We plan it as one system. Remuneration designed around your actual cash needs and the marginal relief band, share structure arranged so Business Asset Disposal Relief is available when it matters, pension used as the most efficient pound the company can spend, and family arrangements considered before they become irreversible. The work is documented so it survives scrutiny, and reviewed every year as rates and your plans change.
What is included
One view of business and owner tax, planned together.
Salary, dividends, pensions and benefits — the efficient mix, documented.
Reward yourself and key people without unnecessary tax.
Structure the business now so a future sale is not overtaxed.
Use allowances and reliefs before opportunities expire.
Company, remuneration, property, investments and family in one map.
Frequently asked questions
When should exit planning start?
At least two years before any sale — Business Asset Disposal Relief has a two-year qualifying period, and share structures cannot be rearranged retrospectively once a buyer is circling.
I have several companies. Does that change things?
Yes, materially. Associated companies share the Corporation Tax thresholds between them, which can push profits into higher effective rates unexpectedly. We map the group before planning anything.
Can my spouse hold shares?
Often yes, and it can be entirely legitimate — but the structure and the paperwork must be right, or HMRC will treat the income as yours under the settlements rules. We do it properly or not at all.
Do you work with my existing wealth manager or solicitor?
Routinely. Tax, investments and legal structures need to agree with each other; we join the conversation rather than duplicating it.
Services clients often use together
Named senior adviser
The same qualified person handles your account — not a rotating helpdesk.
Answers in seconds
Press one button, describe the situation, get a plan. No forms, no waiting for callbacks.
Fixed monthly fee
Agreed up front. No hourly surprises, no invoice anxiety.
Three languages
Everything explained properly in English, Romanian or Ukrainian.