Company Structuring & Restructuring Advice
For growing businesses ready to structure their success — and for trading companies looking at how to invest their profits properly.
Get in touchDoing well, and thinking about what comes next?
If your trading business is performing well, the question often stops being “how do we grow the business” and becomes “what do we do with the profit we're generating.” That's where structure matters most — the right setup protects what you've built, makes surplus cash work harder, and keeps your options open for the future.
We work with established, profitable trading businesses to review whether their current structure still fits — and, where it makes sense, how to set up a holding company or investment structure to hold surplus profits, ring-fence trading risk, and invest efficiently, whether that's in property, other businesses, or a longer-term investment portfolio.
We also support businesses starting out or restructuring for other reasons — bringing in a partner, planning for succession, or simply reviewing whether sole trader or limited company still fits. But the focus of this service is helping successful trading businesses take the next step with their structure.
What this service covers
- A review of your trading performance, retained profits, and what you want to achieve with them
- Advice on setting up a holding company structure to hold surplus cash and investments separately from trading risk
- Guidance on extracting and reinvesting profit tax-efficiently, including into property or other business interests
- Comparison of structures (sole trader, limited company, group or holding structures) in plain English
- A practical plan for restructuring or incorporating, if it's the right call
- Guidance on timing, so any changes fit around your accounts and tax position rather than complicating them
How it works
Free initial consultation
We start with a no-cost, no-obligation conversation about your business, your profits, and what you're hoping to achieve — whether that's protecting what you've built, investing surplus cash, or simply reviewing your options.
Review and recommendation
We assess your trading position and goals against the options available — including holding company and investment structures — and give you a clear recommendation, including what it would mean in practice, not just in theory.
Implementation, if you decide to go ahead
If restructuring or setting up a holding company is the right move, we handle the process and make sure it's set up correctly from the start.
Who it's for
This service is built primarily for:
- Profitable trading businesses building up surplus cash and considering how to invest it
- Business owners wanting to separate trading risk from accumulated wealth via a holding company
- Companies looking to invest retained profit into property or other ventures through the right structure
- Owners planning ahead for succession, sale, or long-term tax efficiency
It also suits businesses starting out and weighing up sole trader vs limited company, or bringing in a partner or investor.
Pricing
Every business is different, so this service is quoted individually based on the complexity of your current structure and what you're looking to achieve. Contact us for a quote.
Book your free initial consultation
No cost. No obligation. Just clear advice on structuring your success and investing it well.
Get in touch