Owner-Manager Tax Planning
Streamline Your Tax Planning with Confidence
Grieve & Lombard’s tailored tax planning services empower owner-managers of limited companies to achieve financial success. Using our innovative Owner-Manager Tax Tool, we simplify complex calculations and deliver HMRC-compliant strategies that increase your earnings, reduce your tax burden, and secure your financial future.
INPUT YOUR DETAILS INTO THE TAX TOOL WIDGET
BOOK YOUR FREE DISCOVERY CALL TO DISCUSS YOUR GOALS
EXPLORE & SELECT THE BEST TAX PLAN FOR YOU
RECEIVE ONGOING SUPPORT TO FINE-TUNE YOUR STRATEGY
Take Control of Your Tax Efficiency
With just a few inputs, you’ll receive accurate, actionable insights tailored to your unique needs.
Input your desired income for the current tax year
Maximise Your Tax Efficiency with Our Tax Plans
OM TAX PLANNING CORE PLAN
Designed to help you optimise your personal net income.
Enhance your pension contributions, tax savings, and reduce your cost to company.
It provides actionable insights to simplify your financial decisions. Start maximising your wealth today!
OM SCENARIO PLANNING PRO
Dive deeper with OM Scenario Planning Pro — allowing you to test up to three scenarios at once.
See exactly how changes in your personal net income and tax structure impact your finances, helping you choose the optimal approach for your needs.
Take control of your financial future with confidence!
OM + SPOUSE BOOSTER
Super boost personal net income and savings by optimising the tax rate bands between spouses. You can significantly increase take-home pay and dramatically reduce taxes and cost to company. This powerful strategy ensures both personal and business financial goals are met.
Unlock your financial potential together!
Tailored Tax Planning at Your Fingertips
INCREASE NET INCOME:
Unlock potential income gains:
- Up to 26% for basic rate taxpayers.
- Up to 37% for higher rate taxpayers.
- Up to 34% for additional rate taxpayers.
Reinvest these savings to fuel both business growth and personal financial stability.
PLAN FOR THE FUTURE:
- State Pension Qualification: NI contributions count toward qualifying years.
- Private Pension Growth: Contributions align with PAYE gross income for enhanced savings.
- Cost-to-Company Savings: Redirect savings into investments or pension lump sums.
MINIMISE YOUR TAX BURDEN:
- Achieve up to 90% tax savings on pension lump-sum.
- Gain flexibility with tax-free withdrawals of 25% of your pension pot from age 55.
- Improve your tax efficiency to net income ratio.
HMRC-COMPLIANT:
- Every strategy is meticulously aligned with HMRC guidelines, providing accuracy and peace of mind.
Discover Real Results in Tax Planning
One of our recent clients—a tech startup owner—achieved:
- 27% Annual Take-Home Pay Increase (£19,692)
- 52% Pension Savings Boost
- £41,921 Tax Refund Secured
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The tailored tax plan provided by Grieve & Lombard has significantly improved our financial situation. We are now able to manage our debts better and focus on growing our business with less stress.
Watch the Full Owner-Manager Tax Planning Consultation
Watch a real consultation with one of our owner-manager clients, where we review their finances, run live calculations using our Owner-Manager Tax Tool, and make use of all three tax plans, showing real strategies that maximise income and reduce tax.
Why Choose Grieve & Lombard?
TAILORED TAX PLANS
Get a plan optimised for owner-managed LTDs. The tool creates a tax-efficient strategy tailored to your unique personal and financial goals.
CUSTOMISABLE INCOME INPUTS
Input your desired Gross or Net Income or Net-Cost-To-Company and receive personalised insights. Outputs include benefits-in-kind and detailed net income increase and savings breakdowns, such as taxes, and Cost-to-Company.
PENSION CONSTRIBUTIONS
Ensure your financial future is secure by aligning employer and employee pension contributions, including Relief at Source (RAS) top-ups. Increase your pension contributions or add an additional pension lump-sum.
REAL-TIME RESULTS
With real-time calculations, the tool eliminates guesswork, reducing offline calculations and consultations, saving you both money and time. Discover immediate, actionable insights for your financial needs.
How we can help
At Grieve & Lombard, we offer a range of services to help you maximise your wealth and minimise your tax burden, including:
- Portfolio Tax Advisory
- Portfolio Tax-Efficiency Planning
- Self-Assessment Tax Returns
- Tax-Efficient Investment Opportunities
- Tax Investigations and Enquiries
- Risk and Compliance Management
Related Services
Related Insights
Owner-Manager Tax Planning
Discover how Grieve & Lombard helped a tech startup owner increase personal net income by 27% (£19,692), boost pension savings by 52%, and secure a £41,921 tax refund with a tailored tax plan—streamlining payroll and improving tax efficiency.
Owner-Managed LTD Income Tax-Efficiency Plan
Owner-managed limited companies (LTDs) are uniquely positioned to benefit from strategic tax planning.
