Recommend a tax-efficient mix of salary and dividends for an owner-managed company, explain the rules and risks, and record the director’s decision – with a board minute and dividend voucher.
Accountancy practice – client documents
Director’s Salary and Dividend Planning Letter
About this document
A letter to the director-shareholders of a small owner-managed company recommending how much salary and dividend to take for the tax year, with a thresholds table to update, options for the salary level, a comparison table, the legal rules for dividends, and a decision form. A board minute and dividend voucher are included.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
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Accountancy practice – client documents
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Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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