💷Dividends

1. Definition: Dividends are payments made by a company to its shareholders from its profits.

2. Eligibility: A company can only pay dividends if it has sufficient profits after tax.

3. Procedure:

  • Hold a directors’ meeting to declare the dividend.
  • Keep minutes of the meeting.
  • Issue a dividend voucher to each shareholder, detailing the date, company name, shareholders’ names, and the dividend amount.

 

💡Taxation:

1. Dividend Allowance: For the tax year 2024-2025, the dividend allowance is £500.

2. Tax Rates: Dividends above the allowance are taxed at different rates depending on the income tax band:

  • Basic rate: 8.75%
  • Higher rate: 33.75%
  • Additional rate: 39.35%

 

🏦Overdrawn Directors’ Loan Accounts (DLA)

1. Definition: An overdrawn DLA occurs when a director borrows more money from the company than they have repaid.

2. Record Keeping: Directors must keep a record of all transactions in the DLA.

3. Tax Implications:

  • Corporation Tax: If the loan is not repaid within 9 months of the end of the company’s accounting period, the company must pay Corporation Tax at 33.75% of the outstanding amount.
  • Benefit in Kind: If the loan exceeds £10,000 at any time during the year, it is treated as a benefit in kind, and the director must pay Income Tax on the loan through a Self Assessment tax return.

 

💳Repayment: The company can reclaim the Corporation Tax paid on the loan once it is repaid, written off, or released.

📞 Need advice? If you would like more information regarding your company’s dividend strategy or an overdrawn directors’ loan account, please give us a call!

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