UK: 0116 258 1200

NI: 028 3083 5588

ROI: 01 809 0080

Profit Extraction Planner

Profit Extraction Planner 2017/18 tax year

The novel concepts of the Dividend Allowance and the Savings Allowance have taken the personal tax system into a new level of complexity. In addition, the new rates of taxation on dividends mean that all clients need to be advised of an appropriate profit extraction strategy.

The Profit Extraction Planner provides the answers. It is an Excel spreadsheet which guides the accountant through the new interest and dividend regimes by computing, in real time, the effect of inputs of interest, salaries and dividends. It allows an accountant to demonstrate to a client company and its director-shareholders the tax effect on the company and the director-shareholders of alternative extraction strategies.

It caters for salary, dividend, interest and pension contributions as means of profit distribution between multiple director-shareholders (up to six). It takes other income into account.

‘What if’ analysis is provided which shows the marginal costs of increasing dividends or salaries for each of the director-shareholders.

The output sheets have been designed to be printed out in a form which can be presented to clients.

Please click here for more details of the input screens and output from the Profit Extraction Planner

Operating System: Windows XP or above.

Applications: Full version of Microsoft Office 2003 or above.

Note: Windows Office RT, Office Mobile and Office 365 Online are not currently supported.  

Office 365 with a locally installed copy of the Office suite is supported.

For new users:

Standard price: UK version or Scottish version.*


Standard price: UK version and Scottish version.*


For return user or purchasers of the Incorporation Spreadsheet 2016/17

Standard price: UK version or Scottish version. *


Standard price: UK version and Scottish version.*


*Mercia Members receive a 10% discount

All prices are subject to VAT

Profit Extraction Planner

To enquire about or order the Profit Extraction Planner please submit the form below or call 0116 258 1200

Profit Extraction Planner

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