When the Annual Tax Efficiency Review takes place and how to book it

The Annual Tax Efficiency Review is conducted once a year. The timing is designed to maximise the usefulness of the recommendations.

When it happens

We carry out your review once a year, looking at your company and your personal position together, because for an owner-managed business, the two are really one picture. How you pay yourself, the mix of salary and dividends, pensions, and the timing of both company and personal decisions all interact, so we plan them side by side rather than in isolation. We time the review to give you room to act before the relevant deadlines: ahead of your company’s year-end for company decisions, and with the 5 April personal tax year end in mind for the personal ones. Your review date is individual to you rather than a fixed date for everyone.

How to book

You do not need to book it. We schedule your review for you each year and send an invitation with the date, along with a shortlist of anything we need from you beforehand, covering both the business and your personal circumstances. We send you a written set of recommendations spanning your company and your own tax position, and you can book a short call to talk them through if you would like.

If you miss your scheduled review

If the date does not suit, just let us know and we will rearrange it for another point in the year. If we do not hear back, we will follow up, because the review only helps if it happens in good time to act on it, on both the company and personal side. This review is included in our Accounting Standard and Accounting Scale plans, so there is no charge for rearranging.

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