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2018/19 Profit Extraction Planner

Profit Extraction Planners 2018/19 tax year

The Dividend Allowance and the Savings Allowance have taken the personal tax system into a new level of complexity. The reduction in the Dividend Allowance coupled with the rates of taxation on dividends mean that all clients need to be advised of an appropriate profit extraction strategy. For Scottish clients, the new rates and bands of taxation for income other than savings income and dividend give rise to further complexity.

Our Profit Extraction Planners provide the answers. They are Excel spreadsheets which guide the accountant through the tax 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 2018/19

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

2018/19 Profit Extraction Planner

To enquire about or order the 2018/19 Profit Extraction Planner please submit the form below or call 0116 258 1200

2018/19 Profit Extraction Planner

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