Talk to a holding company specialist before you restructure.

The quickest route is the Book a call form, which takes about two minutes and asks what the adviser needs to know about your company or group. You can also email holdingcompany@aswatax.co.uk, or call or WhatsApp +44 7537 143695. However you contact us, your enquiry goes straight to a senior adviser, not a call centre, and we respond the same working day.

Yes. You can message or call us on WhatsApp at +44 7537 143695. Many business owners find it easier to send a short note between meetings, for example to say what the company does, roughly what it's worth and what's prompting the question. We respond the same working day and can then arrange a proper call at a time that suits you.

We respond the same working day. If you use the Book a call form and it looks like a fit, you can often choose a time to talk straight away rather than waiting for a reply. Messages sent in the evening or at a weekend get a reply on the next working day. If there's a date driving things, such as a buyer's timetable or a year end, mention it.

Our team reads it and arranges a first call. On that call we'll ask who owns the company, what it does, roughly what it's worth, what cash or property it holds and what you want to achieve. We'll then tell you which options look worth exploring, what the main tax points are and whether we're the right people to help. If you'd like to go ahead, we confirm your exact fee within 1 working day.

A rough picture is enough to start: who owns the shares and in what proportions, what the company does, approximate profits and value, any surplus cash or property, and what you're hoping to do, such as protect cash, start a second business or prepare for a sale. The latest accounts are useful but not essential. Precise figures can follow once we know what's worth modelling.

Yes. Email holdingcompany@aswatax.co.uk with a short description of your company, what you'd like to achieve and the best way to reach you. The form can be quicker because it asks the right questions up front, but a short email works just as well. We'll reply the same working day and suggest a time to talk.

Yes. Accountants, solicitors, corporate finance advisers and wealth managers often get in touch for a client, by form, email or phone. We focus on holding company and group tax advice, so we won't take over your annual accounts, legal work or investment advice, and the relationship stays with the adviser who introduced you. They're welcome to join the first call as well.

Yes. Owners often share sensitive information with us, such as an approach from a buyer, a disagreement between shareholders, family plans or worries about past decisions. What you tell us is used only to respond to you and advise you, and nothing is shared without your agreement. You can describe your situation in general terms first if you'd prefer.

A tax adviser. You speak to our team of tax specialists, the same people who would work on your structure, so the first conversation can get into the detail straight away. The team is Big 4-trained and includes ICAEW and ACCA Chartered Accountants, with every plan reviewed by a Chartered Tax Adviser (CTA). There's no sales team.

Ideally, yes. Some of the most useful planning has to happen before heads of terms are signed, because restructuring with a sale already in view can change how HMRC looks at it. Getting in touch early leaves more options open and gives time for any clearance applications. If talks have already started, contact us anyway and tell us where things stand.

Yes. We advise shareholders who live abroad as well as UK residents, and the Book a call form asks whether any shareholders are outside the UK. Residence can change how a share exchange, a sale or a dividend is taxed, so it's important to mention it early. Calls can be arranged around your time zone, and WhatsApp is often easiest from overseas.

We work normal UK business hours, Monday to Friday, and respond to enquiries the same working day. Enquiries made in the evening or at the weekend get a reply on the next working day. If something is time-critical, such as a completion date, a board meeting or a deadline for a clearance application, say so in your message and we'll plan around it.

You can, but you don't need to. Helpful documents include the latest accounts, the shareholder list or cap table, any shareholders' agreement and a short note of what you want to achieve. Please don't send anything you'd rather discuss first. After the first call we'll send a specific information list, so you only gather what's relevant to your situation.

Our registered office is at 124 City Road, London EC1V 2NX. Most of our work is done by video call, phone and email, so we advise owner-managed companies and groups right across the UK without anyone needing to travel. If a face-to-face meeting would help at a particular stage, such as a family or shareholder meeting, let us know.

Yes. If we're already advising you, contact the adviser working on your structure directly, or use holdingcompany@aswatax.co.uk or +44 7537 143695 and mention your company name. Messages about live work are picked up the same working day. If something has changed, such as a new buyer, a new shareholder or a revised timetable, tell us straight away.

Yes. 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. We offer three packages, Essential, Premium and No Risk, all quoted on request. The first call is free.

No. Most people contact us with a goal rather than a technical question, such as keeping cash safe from trading risk, buying a building or getting ready to sell. Working out which reliefs, clearances and structures fit that goal is our job. Just describe what you want to achieve and roughly how the company is owned, and we'll take it from there.