
Director’s loan or dividend? Choosing the better option for close companies
Explore whether a director’s loan or dividend is the better option for close company owners, including the key tax, commercial and legal considerations.
As one of the eastern region’s major providers of services to academies we act for around 100 academy trusts in every county across East Anglia, the eastern home counties as well as six London boroughs.
Our clients include every type of establishment – from small rural primary schools to large inner-city comprehensives and faith schools, and from single schools to larger multi-academy trusts with a national reach.
Whether your school is a late converter; is under pressure to become a multi-academy trust or is just looking for a change in advisor our close-knit team, most of whom have experience working in governance themselves, can help and guide you through the extensive regulations and confusing jargon.
Our overriding focus is on providing academies and their trustees with the answers before anyone thinks to ask the question. Support offered within our fixed fee service has grown based upon the requirements of our clients and includes:
Whether upon conversion, or now more likely to newer new governors we are always happy to present to your governors on topics such as governor and trustee responsibilities, good governance principles and risk mitigation. We are currently assisting many governing bodies on understanding the implications of becoming a multi-academy trust.
Prior to the commencement of each years’ audit process, these sessions help ensure your finance staff are fully aware of the issues concerning end-of-year reporting and accounting.
By phone or by email, if we either know or should know the answer to your query (and our experience is such that this is no longer confined to just financial and reporting matters) then that advice is free – as much as you need – as often as you like.
Want to find out more about how our Helpdesk could help you? Read our Academy Helpdesk business challenge page here.
Every quarter, our Academies team release a quarterly review of the most important and frequently asked helpdesk queries. You can download a copy of these below.

With our service, you receive support with:
Contact us today to find out more about how we can help you

Explore whether a director’s loan or dividend is the better option for close company owners, including the key tax, commercial and legal considerations.
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