Pay planner: salary, dividends and pension for your personal tax
Tax & Compliance · Salary, dividends and pension, planned
Work out how much to take as salary, dividend and pension before the company pays it. Pick a tax year and a company you run, or type figures, and Statemint shows company tax, your personal tax and take-home pay. Scottish taxpayer and student loan choices come from Personal tax settings. Nothing is saved to your books or return.
What you can do
- Choose the tax year and a company you run, or plan with typed figures
- Start from the company's profit for the year, and reset to the books at any time
- Enter salary, dividend and employer pension, and say whether the employment allowance applies
- Add Child Benefit, marriage allowance, unused pension allowance and other income on your return
- Watch company tax, your tax and take-home pay update as you type
- Compare salary levels side by side and keep named scenarios
- Export the plan as a PDF
Who it's for
Available to personal accounts. Personal accounts
Included in your plan
Every plan includes every feature for its business type, so Pay planner is part of your plan. See pricing.