Holding company structures

Start with the right context.

Advisory support for businesses considering holding company structures and related tax questions. An initial conversation helps identify the facts, timing and priorities relevant to your enquiry.

What this service involves

A holding company structure should be considered in the context of ownership, trading activity, assets, funding and the commercial purpose of the arrangement. The appropriate approach depends on the full facts.

A considered approach

A holding company structure should be considered in relation to the commercial purpose as well as ownership and tax questions. The current business arrangement and future objectives are both relevant.

Mapping the companies, assets and people involved provides a useful foundation for a structured discussion.

Common situations to discuss

• Considering how trading activity and assets are held.
• Reviewing ownership, funding or growth plans for a business.
• Discussing whether a proposed structure fits the commercial objectives.

Information that can help

Bringing a brief outline of the relevant facts can make the first conversation more focused.

• An outline of the current companies, owners and business activities.
• The assets, funding or growth plans being considered.
• The commercial objective behind the proposed structure.

Who it is for

For business owners considering a holding company structure.

How we help

• Discuss the circumstances and questions relevant to your enquiry.
• Review the information and timing that matter to the next step.
• Agree a clear route forward.

Our process

1. 01

   Get in touch

   Outline the issue you would like to discuss.

2. 02

   Review the context

   Share the relevant information and priorities.

3. 03

   Confirm next steps

   Agree how to proceed.

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