Self-Employment Guides UK — Tax, Business Setup, and Running Your Own Business

Should I Set Up a Limited Company? — Sole Trader vs Ltd Comparison

Is it worth forming a limited company or staying as a sole trader? Compare tax efficiency, liability protection, admin costs, and when switching to Ltd makes financial sense.

Self-employment tax and business information is based on current HMRC rules. This is not tax or accounting advice. Consider consulting a qualified accountant for your specific circumstances.

If you are deciding whether to incorporate, how to pay yourself, and how to stay compliant as a director, start with the Limited Company Hub.

Setting up a limited company can save thousands in tax, but it isn’t right for everyone. Here’s how to compare and decide.

Sole Trader vs Limited Company — Quick Comparison

Feature Sole Trader Limited Company
Legal status You and the business are one entity Separate legal entity
Liability Unlimited personal liability Limited to company assets
Tax on profits Income tax (20-45%) + NI Corporation tax (19-25%)
How you extract money It’s all your money Salary + dividends
Accounts Simple records, self-assessment Full accounts, Companies House filing
Accountancy costs £200-£500/year £800-£2,500/year
Privacy Your name only Directors/shareholders on public register
Set up cost Free (just register for self-assessment) £12 (Companies House)
Credibility Lower perceived Higher perceived

The Tax Comparison

This is the main reason people consider a limited company.

Sole Trader Tax (2025/26)

All profit is taxed as personal income:

Profit level Income tax Class 2 NI Class 4 NI Total tax Effective rate
£20,000 £1,486 £179 £659 £2,324 11.6%
£30,000 £3,486 £179 £1,559 £5,224 17.4%
£40,000 £5,486 £179 £2,459 £8,124 20.3%
£50,000 £7,486 £179 £3,359 £11,024 22.0%
£60,000 £11,432 £179 £3,659 £15,270 25.5%
£80,000 £19,432 £179 £4,259 £23,870 29.8%
£100,000 £27,432 £179 £4,859 £32,470 32.5%

Limited Company Tax (Salary + Dividends Strategy)

Typical strategy: pay yourself a salary up to the NI threshold (~£12,570), take the rest as dividends:

Profit level Corporation tax Dividend tax Employer NI Total tax Effective rate Annual saving vs sole trader
£20,000 £1,411 £0 £0 £1,411 7.1% £913
£30,000 £3,311 £300 £0 £3,611 12.0% £1,613
£40,000 £5,211 £1,143 £0 £6,354 15.9% £1,770
£50,000 £7,111 £1,931 £0 £9,042 18.1% £1,982
£60,000 £11,875 £2,094 £0 £13,969 23.3% £1,301
£80,000 £16,875 £5,044 £0 £21,919 27.4% £1,951
£100,000 £21,875 £7,994 £0 £29,869 29.9% £2,601

Simplified illustration — actual figures depend on dividend allowance usage, other income, and specific salary levels.

The Break-Even Point

Factor Detail
Tax savings start Around £25,000-£30,000 profit
Extra admin costs £600-£2,000/year
Clear benefit starts Around £30,000-£50,000 profit

Below £30,000, the accountancy costs often eat the tax savings.

When to Set Up a Limited Company

Situation Ltd recommended?
Profits consistently above £40,000 Yes — clear tax savings
Contractor or freelancer (IR35 permitting) Usually yes
Want limited liability protection Yes
Want business credibility Yes
Planning to bring on investors or partners Yes
Want to leave profits in the business Yes (only 19-25% corp tax)

When to Stay as a Sole Trader

Situation Stay sole trader
Profits under £30,000 Tax savings minimal or negative after costs
Simple business, few transactions Admin not worth the hassle
Don’t want public accounts Ltd accounts are visible on Companies House
Side hustle alongside employment Usually simpler as sole trader
Short-term or temporary work Not worth the setup

The Admin Burden of a Limited Company

Requirement Frequency Sole trader equivalent
Annual accounts to Companies House Yearly Not required
Corporation tax return (CT600) Yearly Self-assessment only
Confirmation statement Yearly (£13) Not required
PAYE/payroll Monthly Not required
VAT returns (if VAT registered) Quarterly Same
Self-assessment (for dividends) Yearly Yearly (for all income)
Director’s responsibilities Ongoing None

How to Set Up a Limited Company

Step Detail Cost
1. Register with Companies House Online at gov.uk £12
2. Choose company name Must be unique, check availability Free
3. Register for Corporation Tax Within 3 months of starting to trade Free
4. Open business bank account Required for company finances Free-£15/month
5. Set up payroll For your salary (even if just director) £0-£500/year
6. Get an accountant Essential for Ltd companies £800-£2,500/year

IR35 Warning for Contractors

If you work through a limited company but HMRC considers you a disguised employee, IR35 rules mean:

  • Tax is calculated as if you were employed
  • No dividend tax advantage
  • Client may be responsible for deducting tax

Before setting up a company for contracting, check your IR35 status using HMRC’s CEST tool.

Sources

  1. GOV.UK — Set up as a sole trader
  2. Companies House
  3. GOV.UK — Set up a limited company