Tax advice

Dividends or salary, a company car or a cash bonus, bringing in an investor or setting up a share scheme, every one of these has a tax answer that's rarely obvious and expensive to get wrong. Folio Partners works out the efficient route for your specific situation, and handles the HMRC clearances and valuations that come with it.

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Ask Folio Partners for Tax Efficient Business Planning

When it's worth checking your tax situation

There's rarely a fixed point for a tax conversation, it's usually triggered by something changing rather than a date on the calendar. Good moments to check in:

Before you make a decision that moves money, a bonus, a benefit, an investment, a larger-than-usual withdrawal.
When your business changes shape, new shareholders come in, a new revenue stream starts, you take on your first employee.
When your personal situation shifts, a change in income, family circumstances, or anything else that adds complexity.
Ahead of a deadline that has a time limit attached, HMRC clearances, share scheme paperwork, year-end planning.
Simply once a year, as a proactive check rather than waiting for something to go wrong.

What this looks like in practice

We consider the different options and provide the calculations behind each one, then act on your behalf with HMRC to get the necessary clearances and valuations sorted. A few of the situations where that shows up:

Profit extraction planning
Dividends versus salary, and the timing that makes the most of your position.
Company car and benefit-in-kind decisions
Working out what's actually tax-efficient before you commit, not after.
Share scheme clearances and valuations
Liaising directly with HMRC so the numbers hold up when it matters.

Investment and fundraising tax implications
What raising money means for you, your business and your investors.
Capital gains tax and exit planning
Making sure a sale doesn't cost you more in tax than it needs to.
Personal tax planning for directors and family
Joined-up advice that looks past just the business.

Good advice shouldn't cost more than it's worth. We agree the scope and the fee upfront, so you know what's involved, and what it costs, before any work begins.

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