For UK financial advice professionals only, not approved for use by retail customers. Click here for the customer website.

Extracting Company Profits Tool

Find out if your client could extract profits from their business in a more tax-efficient way and how.

  • View the tool offline
  • Save as a pdf for your reports

Key features

Based on salary, dividends and pension

See how changes in salary, dividends payments and pension contributions can reduce the amount your client pays in income tax and National Insurance.

Available online and offline

Add this tool to your browser favourites and use it even when you’re not online.

Read this article from our technical team that outlines the best ways to extract profits from a limited company.

Guidance, but not advice

The results of the tool shouldn’t be considered as advice and is to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.

Tech Matters

Ready to start

Get started and try the Defined Benefit Pension Input Amount Tool

Please note - you need to enable macros to use the tool.

Use the Extracting Company Profits Tool

Ask an expert

Submit your details and your question and one of your Account Managers will be in touch.

Submit a question