Limited Company Tax Efficiency Review

What the review covers

This is a focused, year-end planning review designed to spot legal tax savings and remove uncertainty before your accounts and company tax return are finalised.

You can expect practical guidance on:

• your projected year-end profit and corporation tax position
• how you extract profits (salary, dividends, pension contributions) and the tax impact of each
• allowable business expenses and common missed reliefs (where relevant to your activity)
• director loan account positions and any risks to manage before the year end
• timing decisions that can affect tax, such as invoicing, purchases, bonuses, or pension funding
• compliance flags that could create avoidable tax or reporting issues

When this service is most useful

A tax efficiency review is a good fit if you:

• run an owner-managed limited company and take money via salary and dividends
• have had a stronger year than expected and want to plan before the year end
• are retaining cash in the company and are unsure of the most efficient next step
• are buying equipment, investing in growth, or changing how you work
• want confidence your year-end choices are sensible, documented, and compliant

How the review is delivered

You will be asked for key information such as up-to-date bookkeeping figures, payroll and dividend records, and any changes planned in the business. The review then assesses your current position, highlights opportunities and constraints, and models the likely impact of different options.

You will receive a clear summary of recommendations and a prioritised action list, written in plain English. Where useful, this will include simple comparisons so you can choose the best route with confidence.

What happens after the review

Once you have agreed the actions, the next step is implementation, for example adjusting payroll, planning dividends, or making sure supporting records are in place. If you want ongoing support, the position can be revisited during the year so you are not relying on last-minute decisions.

The aim is to keep your limited company compliant while ensuring you keep as much of your profit as possible, within the rules.