Tax Planning for Agency Directors
Most agency directors overpay tax because their accountant only looks backwards. We plan ahead, so you keep more of what you earn, legally and efficiently.
The challenges agencies tell us about every week.
If any of these read like your week, you're in the right place.
You are paying more tax than you need to
Without proactive planning, you end up with an inefficient salary and dividend mix, miss pension contribution opportunities, and pay more Corporation Tax than necessary.
01Your accountant only calls at year end
By the time your accountant tells you what you owe, the tax year is already closed and there is nothing you can do about it. Reactive accounting costs you money every single year.
02You do not know how much to take out of the business
Should you take a bigger salary, more dividends, or make a pension contribution? Without modelling the options, most directors just guess. And they usually guess wrong.
03Tax rules keep changing and you cannot keep up
Dividend tax rates, Corporation Tax thresholds, and employer NI changes all affect how much you should be extracting. You need someone who stays on top of it for you.
04This service is built for you if…
Four signs you're ready for proper tax planning. If you tick most of them, let's talk.
- You suspect you are paying more tax than necessary
- You want proactive advice, not just a year-end filing
- Your agency turnover is above £200k
- You need salary vs dividend optimisation
Everything you need, handled by specialists.
Each line in your monthly fee. No surprise add-ons.
Optimal salary and dividend strategy
We model the most tax-efficient way to pay yourself based on your company profits, personal circumstances, and the current tax year rates.
01Corporation Tax planning
We identify legitimate ways to reduce your Corporation Tax bill, from R&D tax credits to capital allowances and pension contributions.
02Pension contribution advice
Employer pension contributions are one of the most tax-efficient extraction methods available. We help you work out how much to contribute and when.
03Annual tax review and forecast
Before your year end, we review your numbers and recommend actions you can take to reduce your tax liability before it is too late.
04Personal tax return preparation
We prepare and file your Self Assessment return, ensuring all reliefs and allowances are claimed correctly.
05Budget impact briefings
When the Chancellor announces changes, we tell you exactly what it means for your agency and what action to take.
06Starting from £450/mo
Exact pricing depends on your transaction volume and complexity. We quote a fixed monthly fee after a 15-minute discovery call — no surprises.
Things agencies ask us about tax planning.
Tax Planning for Agency Directors for every agency type.
We tailor tax planning to each vertical — from PPC agencies billing media to PR firms running retainers.
Find out how much you could save. Book a free tax review
15 minutes. No obligation, no hard sell. Just a genuine conversation about your agency's tax planning.