Personal Tax Support for Company Directors

Being a company director does not, by itself, mean you must file a Self Assessment return, but many directors do need one because of dividends or other untaxed income. We look at your salary, dividends and director loan account together with the company's figures, prepare your return where one is needed and explain the tax position before payments fall due.

Common challenges

  • Uncertainty about whether a personal tax return is needed
  • Dividends declared without the paperwork to support them
  • Director loan account balances building up unnoticed
  • Personal tax bills arriving at the same time as company tax

How we help

  • Confirm whether you need to file a Self Assessment return
  • Report dividends and other income on your return
  • Review the director loan account alongside the company accounts
  • Explain salary and dividend options under current UK rules

Related services

These services are most often relevant for company directors. Each service page explains what is included and how the process works.

  • Self AssessmentSelf Assessment Tax Returns for individuals, sole traders, company directors and other taxpayers, prepared from the relevant income, expenses and supporting tax information.
  • Tax Advisory & PlanningTax advice for companies and individuals on how allowances, reliefs and elections apply to your circumstances, ideally before decisions are made.
  • PayrollPAYE payroll processing for UK employers, including RTI submissions to HMRC, payslips, statutory payments, pension deductions and year end forms.
  • Company AccountsStatutory accounts for UK limited companies, prepared for Companies House and company members, with clear year-end financial information and support throughout the accounts preparation process.

Frequently asked questions

Not automatically. Directors usually need to file where they have untaxed income, such as dividends above the dividend allowance, or where HMRC has sent a notice to file.

Yes. Preparing both together means dividends, salary and director loan account balances are consistent across the company and personal figures.

Talk through your circumstances

Tell us what you need and we will outline a clear next step before any engagement begins.

Arrange Your Consultation