TaxAssist Scenario Planner

Inputs

Set your base case first. This generates the optimal benchmark.

Company assumptions

Extractable profit (£)

Tax year

Company year end (fallback)

Current employer pension (£)

Employment Allowance eligible

Director tax profile

Student loan plan

Postgraduate loan

Other employment income (£)

Rental profit (£) ?

Other dividends (£)

Advanced options

Associated companies (CT thresholds)

Other savings interest (£)

Optimise with minimum salary floor

Minimum salary floor (£)

NI year objective (enforce at least £6,500 salary)

Salary-floor optimisation keeps the search above your chosen level. NI objective uses a £6,500 floor to support qualifying-year planning assumptions.

Enable family cliff checks (advisory) Household uses tax-free childcare / 30 free hours

Child Benefit annual amount (£)

Optimal Plan and What-if Planner

Optimal appears first. What-if scenarios are applied only when you request them.

Optimal extraction result

Net total

Total tax

Effective rate

What-if comparison vs optimal

This appears after you apply a what-if scenario.

Comparison

Metric	Optimal	Chosen	Difference

What-if planner

Test planning moves below, then compare each result against the optimal benchmark.

Change employer pension

What-if pension amount (£)

Set a salary what-if

What-if salary (£)

Reference point: £6,500 salary is commonly used to maintain a qualifying National Insurance year for State Pension records.

Add spouse as shareholder

Spouse shareholding %

Spouse other income total (£)

Two-holder detail

Spouse student loan plan

Spouse postgrad loan

Spouse savings interest (£)

Spouse other dividends (£)

Spouse employer pension (£)

Spouse min salary floor (£)

Spouse scenario uses two-shareholder optimisation. Salary what-if is ignored in spouse mode.