Included
- Director remuneration context review
- Pension contribution modelling
- Written action list for you and your accountant
Advice engagement
Business Owner Financial Planning
Coordinate personal pensions, company contributions, and extraction planning for directors of limited companies.
Who it is for: Limited company directors in Northern Ireland balancing salary, dividends, and retirement funding
Result: A coordinated personal and company contribution plan aligned with cash flow
Duration: 4–6 weeks
Where: Office meetings preferred
Fees: From £1,100. Fixed project fee.
Enquire about business owner planningNot included
- Accountancy or tax filing
- Company formation
How the engagement proceeds
- Discovery
- Modelling with accountant input
- Recommendations
Preparation
Recent management accounts and personal pension statements
Constraints
Tax treatment depends on HMRC rules; we work alongside your accountant