Dividend Planning Oldham
Take money from your company tax-efficiently.
Most limited company directors in Oldham are not taking their salary and dividends in the most tax-efficient combination — often paying more than they need to, or leaving themselves exposed to an unexpected bill in January. Hasan works with owner-managed businesses to get the structure right from the start. Fixed monthly fee, ACCA-qualified, same-day replies.
- Know your optimal salary and dividend split before the year ends
- No unexpected tax bills landing in January without warning
- Dividends drawn correctly so HMRC has no grounds to challenge
- Year-round planning, not a one-off conversation in March
Initial conversations are free and without pressure. If you decide to proceed and it is not working after three months, you leave with clean records and nothing owed.
Get a free quote
Fixed pricing. Same-day reply.
What our clients say
★★★★★
Proactive Advice, Not Reactive Filing
“Hasan at Edward Harris has been superb for us. He has organised our books, compiled documentation for HMRC and been proactive with advice.”
★★★★★
Always Reachable, Always Responsive
“He always responds to messages and calls so quickly, has a wealth of knowledge and experience and is absolutely trustworthy.”
★★★★★
WhatsApp Access for Quick Queries
“It’s great we can WhatsApp for general queries, making communication more efficient.”
★★★★★
Swift Handover, No Disruption
“Hasan took over and sorted out my accounts with a swift and hassle free service.”
Sound familiar?
Not sure how much to pay yourself this year?
Running a limited company gives you flexibility in how you draw income — but that flexibility only works in your favour if the numbers are actually planned. Most directors pick a salary and dividend figure based on habit, a rough estimate, or what their last accountant suggested three years ago. Tax thresholds change. Your profits change. The combination that worked then may not be the right one now.
- ✕ Taking the same salary and dividend split every year without reviewing whether it still makes sense
- ✕ Not knowing your personal tax liability until Self Assessment time — then scrambling to find the cash
- ✕ Dividends declared without proper board minutes or retained profit checks, leaving a compliance risk
What planned looks like
Dividend planning is not complicated when someone looks at your numbers regularly and tells you what they mean. You know your salary and dividend split before the year is out, your tax bill is visible months in advance, and the paperwork is in order.
- ✓ Salary and dividend combination reviewed annually against current thresholds and your actual profits
- ✓ Personal tax liability calculated well before January — no surprises, no scramble
- ✓ Dividends documented correctly with retained profit checks and minutes in place
- ✓ Fixed monthly fee covering planning and compliance — no bill for asking a question
What Oldham directors say about us
Owner-managed businesses across Greater Manchester working with Hasan on tax planning, compliance, and making confident financial decisions throughout the year.
I had the pleasure of working with Hasan for our business’s financial needs, and I couldn’t be more satisfied. They provided exceptional service, demonstrating a deep understanding of accounting principles and tax regulations. Hasan is always prompt in responding to my inquiries and made complex financial concepts easy to understand. Their attention to detail and commitment to accuracy gave me great confidence in my financial decisions. I highly recommend them for anyone looking for a reliable and knowledgeable accountant
Hasan has been amazing and extremely helpful he has been very patient with me being new to running a business, he had given me some great advice and I will continue to use Edward Harris & Hasan
What dividend planning with us covers
A structured, year-round approach to how you take income from your company — planned around your actual numbers, not a generic formula.
Salary and Dividend Structuring
Your salary and dividend combination is reviewed against current HMRC thresholds, your corporation tax position, and your personal allowance — so you are not leaving money on the table or creating an unnecessary tax charge. This is done proactively each year, not as an afterthought. You will know the recommended split and the reasoning behind it in plain English.
Annual review includedPersonal Tax Liability Forecasting
Your Self Assessment liability is calculated well in advance — typically months before the January deadline. You know what is owed, when, and why. That means you can set aside the right amount without guessing, and the payment does not catch you off guard.
No January surprisesDividend Documentation and Compliance
Every dividend distribution needs to be backed by retained profits and supported by board minutes and a dividend voucher. These are prepared correctly so your records stand up to scrutiny. Getting the paperwork right now avoids a much more awkward conversation with HMRC later.
Records kept properlyConsistently five stars across the board
From new start-ups to established owner-managed businesses — clients across Greater Manchester working with Hasan on tax, planning, and keeping their finances under control.
Switched Accountants and Never Looked Back
“I cannot rate this company highly enough. I started off with an incredible expensive company who I could never reach or get good advice from – then THANKFULLY found Hasan who has been our accountant ever since. He always responds to messages and calls so quickly, has a wealth of knowledge and experience and is absolutely trustworthy. He’s kind, response, easy to deal with, and really a great member to make up your team. 10/10 recommend.”
Proactive Advice From Day One
“Hasan at Edward Harris has been superb for us. He has organised our books, compiled documentation for HMRC and been proactive with advice. Best accountant I have used.”
Helpful Knowledge for New Business Owners
“We have been working with Hasan for almost a year. He’s been very helpful providing us with knowledge as new business owners. It’s great we can WhatsApp for general queries, making communication more efficient.”
Why Oldham directors choose us for dividend planning
There is no shortage of accountants who will file your CT600 and leave you to figure out the rest. These are the things that work differently here.
Your numbers reviewed year-round
Dividend planning only works if someone is looking at your profits and thresholds before the year closes, not after. Hasan monitors your position throughout the year so the conversation about your salary and dividend split happens at the right time. By the time January arrives, there are no decisions left to make in a hurry.
Tax bill visible months in advance
Your personal tax liability on dividends is calculated well before the Self Assessment deadline. You know the figure, you know when it is due, and you have time to plan for it. That is a considerably more comfortable position than opening an HMRC letter in December.
Plain English, no jargon
The difference between the higher rate dividend tax and the additional rate is not complicated when someone explains it clearly. Hasan’s approach is to make sure you understand the reasoning behind the numbers, not just receive a recommendation and trust it. Questions get answered the day you ask them.
Up and running in four straightforward steps
Most new clients are set up within a week. The initial conversation costs nothing and commits you to nothing.
Get in touch
Call 0161 706 1523, email info@edwardharris.co.uk, or use the contact form and you will have a reply the same day. There is no obligation and nothing to prepare before the first conversation.
Free initial conversation
Hasan will ask about your company, your current salary and dividend approach, and what you are trying to achieve. This is a practical conversation, not a sales pitch. You will leave it knowing whether there is a better structure available to you.
We handle the transition
If you are switching from another accountant, the handover is managed for you. If your books need catching up, that is priced separately and agreed upfront — no surprises. You do not need to spend time chasing your previous accountant.
Know your numbers, year-round
Once onboarded, your salary and dividend position is reviewed regularly. Your Self Assessment is prepared with time to spare. Your tax liability is visible before it is due. Which is, frankly, the way it should be.
“Excellent service! Hasan took over and sorted out my accounts with a swift and hassle free service. I would highly recommend for your accounting needs.”
Questions about dividend planning in Oldham
Can you advise on the most tax-efficient salary and dividend combination for my company?
Yes — and this is reviewed each year, not set once and forgotten. The optimal split depends on your company’s retained profits, your personal income from other sources, whether you have a spouse or partner involved in the business, and the current National Insurance and dividend tax thresholds. Hasan will work through your specific numbers and explain the reasoning in plain English.
What does dividend planning support cost and what is included?
Dividend planning is included as part of an ongoing accountancy arrangement rather than charged as a standalone service. The monthly fee covers year-round access to Hasan, your annual accounts, corporation tax return, and Self Assessment — so you are not paying separately every time you want to discuss your drawings. A fixed quote is provided upfront based on your company’s circumstances.
My books are not in great shape — can you still help?
This is not unusual. Most clients who switch accountants arrive with records in varying states of order. Hasan will assess what needs catching up, quote a one-off fee for the remedial work, and agree it with you before starting. The ongoing monthly fee begins once everything is current.
Is there a long-term contract or minimum term?
No long-term contract. Edward Harris works on a rolling monthly arrangement. If it is not working for you, you give notice and leave with your records in order. There is no lock-in and no exit fee.
What if my company has multiple directors — can you plan dividends for all of us?
Yes. With more than one director-shareholder, the planning becomes slightly more involved — particularly if you hold different share classes or have different income positions personally. Hasan will look at each director’s position individually to ensure the overall structure is efficient and that the documentation reflects what was actually agreed.
How far in advance will I know my Self Assessment liability on dividends?
Typically several months before the January 31st deadline. Your dividend income is known once the accounts are finalised and your personal tax return is prepared shortly after. The aim is that you know your liability in the autumn, not the week before it is due.
Stop guessing what to pay yourself. Get a plan.
A free initial conversation with Hasan covers your current salary and dividend position, what could be improved, and what it would cost to work together. No pressure, no obligation.