Tell us about your company.

So the adviser you speak to is prepared. Knowing roughly who owns the company, what it's worth, what you want to do and when lets the first call focus on your options rather than background questions. It also helps us tell you quickly whether we're the right fit, so neither of us wastes time. You can skip the optional questions and add detail on the call.

About two minutes. There are three short steps: a little about you and what you'd like to do, a little about your company, and how to reach you. You don't need any documents to complete it. If you'd rather not use a form, email taxadvisory@aswatax.co.uk or phone +44 7537 143695 instead, and we'll respond the same working day.

A band is enough to show the scale of what's involved. Value affects which points matter most, for example how much a sale-related relief is worth or whether inheritance tax is a real concern. Few owners have an up-to-date valuation when they first get in touch, and you don't need one. Choose 'Not sure' if you have no idea yet.

Please still get in touch. A holding company can make sense for a smaller business that is generating surplus cash or planning a second venture, and setting the structure up early is often simpler than doing it later. We'll be honest about whether a change is worth the cost and effort. Sometimes the best advice is to wait until the numbers justify it.

Yes. Choose the value band that fits and use the brief description box to mention anything unusual, such as several share classes, shareholders who live abroad, a property company, or a family trust. The adviser will use that to prepare. Our team has worked with groups up to £50m, and more complex cases simply mean a longer first conversation.

The latest accounts are the most useful thing, along with a list of who owns the shares and in what proportions. It also helps to know roughly how much cash the company holds, whether it owns its premises, and any plans for a sale, investment or new venture. Estimates are fine at this stage. We'll ask for precise figures later if they're needed.

Where it looks like a fit, you can usually choose a time for a call straight away. Otherwise, we respond the same working day to arrange one. Either way, the call is free and with Omar Aswat CTA, who leads the work on your structure, not a sales team. You'll see a confirmation on screen so you know your enquiry has arrived.

We respond the same working day during normal UK business hours, Monday to Friday. If you submit the form in the evening or at the weekend, we'll reply on the next working day, or you may be able to choose a call time straight away. If something is pressing, such as a buyer's deadline or an investment round, say so on the form.

No. The first call is free, and it's about understanding your company and whether there's planning worth doing. If there is, we'll confirm the fee within 1 working day and set out in writing what we'd do and what we'd need from you, so you can decide in your own time. Plenty of owners take a few weeks to think it over, or discuss it with their accountant first.

Usually your goals first: protecting cash, buying property, adding a company, selling, or passing the business on. Then how the company is owned and run today, and any dates that matter. The adviser will outline which structures look worth exploring and the main tax points for each, including any HMRC clearances. It's a conversation, not formal written advice.

Yes, if you'd like to. We work on a single fee for the whole restructure, agreed in writing before any work starts, and we confirm your exact fee within 1 working day of you telling us about your structure. Fees are exclusive of VAT and can be paid in full or over 2 monthly instalments. There are three packages, Essential, Premium and No Risk, all quoted on request.

Yes, and it often helps. A holding company usually affects every shareholder, because they all exchange their shares, so it's useful for everyone to hear the same explanation at the same time. Your accountant or solicitor is welcome too. Just mention who'll be joining when you book, and we'll make sure the call is long enough.

Yes. Choose 'Accountant, solicitor or other adviser' on the form and say whether you'd like us to speak to you first or to your client directly. We advise only on the tax structure, so we won't compete for your client's accounts, legal or investment work. You can describe the client in general terms at first if you prefer.

If a change is on your mind, yes. Some decisions are easier at a natural break, such as the start of a new accounting period, and dividend timing often matters around the year end and the start of the tax year. Booking a few months ahead gives time to model the options and, if needed, apply for HMRC clearance before anything happens.

It's used only to respond to your enquiry and prepare for the call. The first conversation is confidential, so you can explain your situation openly, and the company name is optional. Our privacy policy explains how we handle personal data and which service providers help us run the website. You can leave out anything you'd rather explain on the call.

Yes. Choose 'Already done, need help with the follow-up' on the form. If shares have already been exchanged or transferred, there may be follow-up steps such as stamp duty adjudication, Companies House filings or tax return disclosures. We'll review what's been done, check for any exposure and tell you what still needs to happen, and by when.

That's fine, and it's common. Choose 'Something else, or not sure' and tell us in a sentence what's on your mind, such as a growing cash balance or a question from your accountant. The first call is a good place to work out whether a holding company is the right tool at all, or whether something simpler would do the job.