Move an existing sole trader business into a new limited company in the right order, covering tax reliefs, VAT, contracts, staff, banking and insurance.
Starting a business
Sole Trader to Limited Company Transfer Checklist
About this document
A step-by-step checklist for transferring a trading sole trader business into a limited company ("incorporation"). It covers the decision, forming the company, transferring assets, the tax reliefs and claims involved, VAT transfer of a going concern, novating contracts, transferring employees under TUPE, and the practical switch-over of banking, insurance and suppliers.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
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Written for UK businesses
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