Consultation
Owner-Manager Cashflow Advice
Align salary, dividends, company pension contributions, and personal drawings so household and company cashflow stay in step.
Who it is for
Directors of UK limited companies who mix personal and company wealth decisions.
What you leave with
A cashflow sketch for the next tax year and a contribution plan that respects company liquidity.
Scope
Review of company and personal cash positions you share, one planning session with optional accountant present, and a written drawings calendar.
Included
- Pre-session questionnaire for salary, dividends, and buffers
- One 90-minute session
- Written drawings and contribution calendar
Not included
- Company accountancy or corporation tax filings
- Payroll bureau services
Who delivers the work
Shoreline adviser working with owner-managed UK companies.
Process
- Share management accounts summary and personal statements
- Attend the planning session
- Receive the drawings calendar
Timeline
About two weeks for a standard single-company case.
Where we meet
Remote UK-wide; Northern Ireland meetings by arrangement.
How to prepare
Recent management accounts, personal ISA and pension balances, and planned gifts or property moves.
Constraints
We coordinate with your accountant; we do not replace them.
Fees
From £1,250