Specialist holding company tax input, without stepping on your client relationship.

No. Holding Company by ASWATAX gives holding company and group tax advice and helps implement it. We don't take over annual accounts and returns as a matter of course, draft legal documents, run sale processes or give investment advice. Your client stays your client, and we'll send them back to you for everything outside the tax work we've been asked to do.

When a client's question goes beyond the annual cycle: inserting a holding company, moving cash or property within a group, adding a second company, a share sale or subsidiary sale, splitting shareholders, or succession. These decisions usually involve clearance applications and several taxes at once. Many accountants keep the compliance and bring us in for the structuring, then take the group back afterwards.

Solicitors typically prepare the share exchange agreement, resolutions, minutes, articles and any shareholders' agreement, while we design the tax structure, write the clearance application and set the order of steps. We review the documents against the tax plan and confirm when each step can go ahead. That division keeps each adviser in their own lane and avoids documents that don't match the clearance.

Because the structure of the seller often decides how much of the price the owners keep, and some planning has to happen well before heads of terms. A corporate finance adviser may see a client who would benefit from selling a subsidiary rather than the shares, or from tidying up cash or property first. Bringing us in early keeps the deal timetable intact.

Usually clients whose wealth is tied up in a trading company and who want to extract it efficiently, invest surplus cash without putting it at risk from the trade, or plan for the next generation. We can look at holding companies, investment companies within a group, and succession structures, while the wealth manager or IFA continues to advise on investments, pensions and the overall financial plan.

We respond the same working day. An initial view usually comes as a short call setting out the likely options, the main tax issues, whether HMRC clearance will be needed and what we'd need to look at in more detail. That gives you something useful to take back to the client before anyone commits to further work. Once we know the structure, we confirm the fee within 1 working day.

Yes. Send us an outline of the client's structure and what they want to achieve, and we'll confirm the exact fee within 1 working day. We work on a single fee for the whole restructure, agreed in writing before work starts, exclusive of VAT and payable in full or over 2 monthly instalments. There are three packages, Essential, Premium and No Risk, so you can give your client a clear choice.

Yes. We can report through you, join your calls with the client, or work directly with the client and keep you copied in, whichever you prefer. Tell us at the start and we'll stick to it. Our scoping letter covers only the holding company and group tax work agreed, so there's no drift into your area of work.

A short outline is enough: what the company does, who owns it and in what proportions, rough profits and value, any significant cash, property or loans, and what the client wants to achieve. The latest accounts help. If a sale, investment or deadline is in view, tell us the timing. We'll say what else we need if it turns out to be complex.

Yes. You can describe the client in general terms and we'll give you an initial view. Anything you tell us is used only to respond to you. Once the client decides to go ahead, we carry out identity checks with them directly, as the money laundering rules require, and agree the scope in writing with them and, if you wish, with you.

Use the Book a call form and choose 'Accountant, solicitor or other adviser', email taxadvisory@aswatax.co.uk, or call or WhatsApp +44 7537 143695. Let us know whether you want us to report through you or work directly with the client, and roughly what they want to achieve. We respond the same working day.

Advice is led personally by Omar Aswat, a Chartered Tax Adviser (CTA), supported by a Big 4-trained team that includes ICAEW and ACCA Chartered Accountants. Our team has 15+ years' experience, has set up 100+ holding companies and has obtained 100% of the HMRC clearances it has applied for, across 50+ applications. The same senior adviser stays involved from the first call to the final filing.

Mainly profitable owner-managed trading companies, typically making £250k or more a year or worth between £1m and £50m, and groups up to £50m. For smaller companies, we'll be honest about whether a holding company would justify the cost and effort of running a group. Every introduction gets the same senior attention, whatever its size.

A trading company building up surplus cash, an owner wanting to buy property without putting it in the trading company, a second business that needs its own company, a buyer showing interest, shareholders who want to go separate ways, and parents planning to pass the business to children. Each calls for different analysis, and we explain the trade-offs to you and the client.

Yes, but it's better to speak to us before anything moves. If shares have already been exchanged, we'll review what was done, whether clearance was needed, whether stamp duty relief was claimed properly, and whether any later plans, such as a sale, are affected. Some problems can be fixed and some can only be managed, so acting early matters.

Yes. A restructure usually needs the accountant, the solicitor and sometimes a corporate finance adviser or wealth manager working together. We set out a step plan that shows who does what and when, share it with everyone involved and keep it updated. You'll see the same timetable as the client, so there are no surprises about what's happening next.

Yes. When the restructure is complete, we send a handover note covering what changed, what needs to appear in the accounts and tax returns, and any conditions that must continue to be met. The ongoing compliance and the wider relationship stay with you. If the client needs further structuring advice later, such as for a sale, we'll pick it up with you again.