Tax prep support
Tax planning support
Finbryn provides tax planning support for UK companies and directors: modelling salary versus dividend splits, FRS 102 and FRS 105 accounting choices and Corporation Tax timing from reconciled books, for your tax adviser to confirm before anything is filed with HMRC.
Tax working papers
Illustrative client · August 2026
GBP
- Year-end books closed and reconciledDone
- Fixed asset and depreciation scheduleDone
- Book-to-tax adjustments listedDone
- Supporting schedules for the preparerIn progress
- Handed to the signer for review and filingNext
Illustrative. An example of the document, not a client's figures.
Planning looks ahead, preparation looks back
By the time a Corporation Tax or Self Assessment return is filed, most of the decisions that shaped the figure are already locked in. Planning happens earlier, while a choice about salary, dividends, timing or accounting treatment can still change the outcome, using the same books we already reconcile each month rather than a separate exercise built from scratch each year.
Salary and dividend mix
For a director-shareholder, the split between salary and dividends changes both the company's Corporation Tax position and the director's own Self Assessment bill, and the right balance shifts as thresholds, rates and the company's own profit change year to year. We model this mix rather than carrying forward last year's split unchanged.
Accounting standard choices
Whether a company reports under FRS 105 as a micro-entity or FRS 102, including the Periodic Review changes to FRS 102 effective for periods beginning on or after 1 January 2026, affects what the accounts show and, indirectly, what the tax computation starts from. We revisit which standard applies as the business grows past the micro-entity thresholds.
Timing decisions
The accounting period a large purchase, an asset sale or a dividend falls into can shift the tax outcome, and that shift is only useful if modelled before the transaction happens. We build scenarios around decisions you are already considering rather than generic year-end suggestions.
Companies House and good standing
Confirmation statement and incorporation fees rose in February 2026, and identity verification for directors and persons with significant control began rolling out from November 2025. We flag these administrative dates alongside the tax calendar so a company never falls out of good standing while its owners are focused on the numbers.
Where this fits
This pairs with Corporation Tax preparation and Self Assessment preparation. See pricing for planning engagement rates.
Questions
Frequently asked questions: Tax planning support
How is this different from tax preparation?
Preparation reports what already happened on a filed return. Planning happens earlier, while a decision can still change this year's outcome.
Do you model the salary and dividend split?
Yes, we model the mix against current thresholds and the company's own profit rather than repeating last year's split.
Which accounting standard applies to us, FRS 102 or FRS 105?
It depends on your company's size against the micro-entity thresholds, and we confirm which one applies as the business grows.
Do you track Companies House deadlines as well?
Yes, confirmation statement renewals and director identity verification dates sit on the same calendar as the tax deadlines.
Can tax planning help decide the right time to extract profit from a company?
Yes, timing a dividend, bonus or pension contribution against your personal tax bands and the company's own Corporation Tax position is a common planning question, and we model the options so the decision is based on figures rather than a rule of thumb.
Is this different from tax preparation?
Preparation reports what already happened. Planning looks ahead so this year's return has fewer surprises on it.
When should planning start?
Mid-year is usually the best window, early enough to still change an outcome, late enough to work from real numbers.
What is included in tax planning support?
Tax planning support covers mid-year projection of income and liability and entity-structure comparison when growth changes the picture. The exact scope is agreed and set out in writing before work starts, so you know precisely what is and is not covered before the first deliverable arrives.
How is tax planning support priced?
Pricing for tax planning support depends on your transaction volume, the software you use, and how much cleanup is needed before ongoing work starts. Current ranges are published on the pricing page, and your exact fee is confirmed in writing before anything begins.
Industries
- Startups and VC-backed companiesBookkeeping and reporting for early-stage, venture-backed companies watching burn, runway and investor reporting closely.
- Professional servicesBookkeeping for professional service firms such as engineering, architecture and IT consulting billing clients by project or retainer.
- Real estate and property managementBookkeeping for property owners and managers tracking income, expenses and reserves at the level of each individual property.
Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.