Tax Planning

Keep More of What You Earn

Most business owners pay more tax than they need to — not because they’re doing anything wrong, but because they’re missing out on opportunities.

At BDE Accountants, we offer proactive, year-round tax planning to help you pay less tax legally, boost your take-home pay, and plan ahead with confidence.

What’s Included in Our Tax Planning Services

Tax-Efficient Profit Extraction

Salary vs dividend strategy
Optimal director pay structures
Minimising NI and income tax
Pension and benefit planning

Business Structure Advice

Sole trader vs limited company
Partnerships and group companies
Holding company or investment structures
Switching structure as you grow

Year-End Planning

Timing expenses and income
Capital allowance optimisation
Dividend and bonus timing
Tax-efficient reinvestment strategies

Long-Term Personal Tax Planning

Inheritance Tax (IHT) strategy
Capital Gains Tax (CGT) reliefs
Property income & rental structures
Family investment planning

Business Owner Tax Reviews

Quarterly or annual check-ups
Custom plans tailored to your income mix
Proactive advice, not just reactive support

We don’t just submit your tax return — we help you shape your future.

Why Tax Planning Matters

Without tax planning, you might be:

Overpaying HMRC unnecessarily
Missing out on available allowances
Putting your family wealth at risk
Leaving no plan for business exit or legacy

With us, you get clear, tailored advice to make the most of what you earn.

Who This Is For

Limited company directors
Growing business owners (£200k–£1m+ turnover)
Investors with multiple income streams
Contractors, landlords, and consultants
Anyone wanting to reduce their tax burden legally

What Makes BDE Different?

We offer ongoing planning, not just one-off advice
We speak plain English, not HMRC jargon
Our support is personal, not generic
We offer full integration with your accounts, VAT, payroll & advisory

Client Feedback

“

“Before BDE, I had no strategy. Now I know exactly how to take money out of my company, save tax, and plan for my family’s future.”

Charlotte Hayes, Company Director

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Let’s Create Your Tax Plan

Don’t wait for the year-end to make decisions. Get in touch for a review and let’s build a tax strategy that fits your goals.

Book a Free Tax Planning Call

Download Our Tax-Saving Checklist

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