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Instructions for use - Dividend Planner
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PLEASE DOWNLOAD AND SAVE A COPY OF THIS BEFORE USING
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Fill the yellow boxes only. This is a quick estimate to help you plan. If you're unsure then please contact us before taking money out.
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Please Note: The results from this tool will only be as accurate as the information you put in, so cannot be relied upon as tax advice.
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** Associated Companies are any other companies that you own, besides this one. Please see full rules if you're unsure. Associated company are important as they completely change the amount of corporation tax you pay, which in turn affects the amount of dividends you can take from your company.
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Quick sanity checks before taking dividends:
• VAT registered? Keep enough for the next VAT payment.
• Running payroll? Keep enough for PAYE/NI.
• Big purchase coming up? Consider waiting.
This is a planning tool (estimate). Your final dividend position depends on your accounts/reserves.
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Please remember that if you have already taken dividends from your company this year you may not be able to take any extra.
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