Sole Trader Incorporation Review

An adviser-led review of whether incorporating your business makes financial sense, with a clear recommendation and a fixed fee.

Sole traders Freelancers Growing businesses

WHO THIS IS FOR

Who this service is for?

At a certain income level, operating as a limited company can be significantly more tax efficient than trading as a sole trader. This review helps you understand whether the numbers stack up for your situation and what the real difference would be.

DISCOVER WHAT HAPPENS NEXT

01

Book and pay

Purchase the service and book your call at a time that suits you. You will receive a confirmation with the Google Meet link.

02

Share your details

Before the call, share your current income, expenses, and how you draw money from the business so our specialist can review your position and prepare.

03

Review call

A Google Meet with one of our specialists covering the benefits of incorporating, your allowable expenses, and a clear view of whether incorporation makes financial sense for you.

04

Written PDF report

After the call, we produce a written PDF report with our recommendation and the reasoning behind it - something you can keep on file or act on immediately.

WHAT'S INCLUDED

What is included

01

Discussion on the benefits of incorporating

We walk through the key reasons why sole traders incorporate — lower corporation tax rates, salary and dividend structuring, limited liability, and pension planning — and how each one applies to your specific situation.

02

Review of allowable expenses

We review the expenses you are currently claiming and identify anything you may be missing. As a limited company, the range of allowable expenses changes, and we make sure you understand what is available to you under each structure.

03

Suggestion on whether incorporation is beneficial

Based on your income and circumstances, we give you a clear recommendation - yes, no, or not yet. We run the numbers so you can see the actual difference rather than relying on general advice that may not apply to you.

04

Written PDF report

After the call, we produce a written PDF report summarising the findings, the recommendation, and the reasoning behind it. A clear document you can refer back to, share with a solicitor, or use to begin the incorporation process.

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