How to pay yourself 

tax efficiently.

Your company has earned the money. Now make a clearer plan for how you take it out.

A practical guide for limited company directors and property investors to understanding expenses, allowances, Director’s Loans, salary and dividends — and how they fit together.

What's inside? 

There’s more to the picture
than salary and dividends.

The right combination depends on your personal income, company position and the cash you actually need. This guide gives you a framework for that conversation.

01 / START WITH THE FOUNDATIONS

Business costs &
tax-free opportunities

Understand genuine expenses, qualifying benefits, available 0% bands and the role of repayments from a credit Director’s Loan Account.              

02 / COMPARE YOUR OPTIONS

Look beyond the headline tax rate

Explore Director’s Loan interest, retained-profit dividends and salary where Employment Allowance is available, alongside standard extraction routes.

03 / BUILD THE WHOLE PLAN

Put your cash requirements first

Follow a seven-step planning checklist and see how different income sources can change the mix that works for each director.                                          

BEFORE YOU DOWNLOAD

A few useful
things to know.