Self-Employment Guide

Sole Trader vs Limited Company — Which Is Better in 2026/27?

A complete tax and cost comparison — with a worked example at £60,000 profit showing exactly which structure puts more money in your pocket

📅 Updated May 2026 🇬🇧 UK-specific ⏱ 12 min read ✅ 2026/27 tax year

The key differences

Choosing between a sole trader and a limited company is one of the most important decisions a self-employed person can make. The right answer depends on your profit level, how much risk you take on, the clients you work with, and how much administration you are prepared to manage.

Sole Trader

Simpler — lower cost

  • You and the business are the same legal entity
  • Register with HMRC — no Companies House needed
  • File a Self Assessment tax return each year
  • Pay Income Tax + Class 4 NI on profits
  • Personal liability for all business debts
  • No separate business accounts required (recommended but not mandatory)
Limited Company

More complex — more tax-efficient at scale

  • A separate legal entity — the company owns assets and incurs debts
  • Register at Companies House (~£12 online)
  • File corporation tax return + accounts each year
  • Pay Corporation Tax on company profits
  • Take salary + dividends as director
  • Personal liability generally limited to your shareholding

How sole trader tax works

As a sole trader, HMRC taxes your trading profits through Self Assessment. Your total tax bill is made up of two components:

Taxable profitIncome TaxClass 4 NI
Up to £12,5700% (Personal Allowance)0%
£12,571 – £50,27020% (Basic Rate)6%
£50,271 – £125,14040% (Higher Rate)2%
Above £125,14045% (Additional Rate)2%

Class 2 NI was abolished from April 2024. Your State Pension entitlement is protected automatically once profits exceed the Small Profits Threshold (£6,725).

Marginal tax rate for a basic-rate sole trader At profits between £12,570 and £50,270, you pay 20% Income Tax + 6% Class 4 NI = an effective marginal rate of 26%. Above £50,270, it rises to 40% + 2% = 42%.

See our full sole trader tax guide for worked examples and Self Assessment deadlines.

How limited company tax works

A limited company pays Corporation Tax on its profits before distributing anything to the director/shareholder. For 2026/27:

Company profitCorporation Tax rate
Up to £50,00019% (Small Profits Rate)
£50,001 – £250,00019%–25% (Marginal Relief — effective ~26.5% at £100k)
Above £250,00025% (Main Rate)

The company pays Corporation Tax on profits, then distributes the remaining post-tax profits to the director as dividends (or retains them for investment). Dividends are taxed at the director's personal dividend tax rates, which are lower than Income Tax rates on salary.

Corporation Tax is not the whole picture The company saves Corporation Tax, but you personally still pay tax when you extract money as salary or dividends. The combined tax — Corporation Tax + personal tax on extraction — is what matters, not just the company rate.

The salary + dividend extraction strategy

The tax advantage of a limited company comes almost entirely from replacing high-NI salary with lower-taxed dividends. The typical approach for a single director with no other income:

Step 1: Take a low salary

Most director-accountants recommend one of two salary levels:

For a sole director with no other employees, £12,570 salary is often optimal in 2026/27 — the Employer NI threshold was raised to match the Personal Allowance, so there is no Employer NI on this salary level.

Step 2: Extract the rest as dividends

Dividends come from post-Corporation-Tax profits. In 2026/27, the first £500 of dividends is tax-free (the Dividend Allowance). Above that:

Dividend incomeDividend tax rateEquivalent salary rate (IT + NI)
£500 (allowance)0%
Basic rate band8.75%26% (20% + 6% NI)
Higher rate band33.75%42% (40% + 2% NI)
Additional rate39.35%47% (45% + 2% NI)

The saving per pound in the basic rate band: the sole trader pays 26p (20p IT + 6p NI), while the limited company director pays 19p Corporation Tax on the pound, then 8.75p dividend tax on what remains — roughly 26p combined. At this level the difference is small, but in the higher rate band the saving becomes meaningful.

No NI on dividends This is the critical advantage: dividends are not subject to National Insurance contributions. A sole trader earning above £50,270 pays 42p per pound in combined IT + NI. A limited company director extracting the same amount as dividends pays Corporation Tax + 33.75% dividend tax — lower total.

Worked example: £60,000 profit

Let's compare the two structures for a freelance consultant with £60,000 pre-tax profit (after business expenses), no other income, no pension contributions, no employment income.

Option A — Sole Trader

Profit: £60,000

Income Tax calculation:

  • Personal Allowance: £12,570 at 0% = £0
  • Basic Rate band: £37,700 at 20% = £7,540
  • Higher Rate: £9,730 (£60,000 − £50,270) at 40% = £3,892
  • Total Income Tax: £11,432

Class 4 NI calculation:

  • £37,700 at 6% = £2,262
  • £9,730 above £50,270 at 2% = £195
  • Total Class 4 NI: £2,457
Total tax: £13,889 Take-home: £46,111  |  Effective rate: 23.1%
Option B — Limited Company (salary £12,570 + dividends)

Company revenue: £60,000

Step 1 — Director salary: £12,570

  • Salary is a deductible expense for the company
  • Employee Income Tax on £12,570: £0 (within Personal Allowance)
  • Employee NI on £12,570: £0 (at the threshold)
  • Employer NI on £12,570: £0 (at the Secondary threshold)

Step 2 — Corporation Tax on remaining company profit

  • Remaining profit: £60,000 − £12,570 salary = £47,430
  • Corporation Tax at 19% (Small Profits Rate): £9,012
  • Post-tax profit available for dividends: £38,418

Step 3 — Director dividend income: £38,418

  • Dividend Allowance: £500 at 0% = £0
  • Basic Rate dividend band remaining: £37,700 − £12,570 salary = £25,130 available. Dividends used: £37,918 but capped by basic rate band (£12,570 salary + £37,700 threshold = £50,270). Dividends in basic rate: £37,700 − £12,570 = £25,130. After £500 allowance: £24,630 at 8.75% = £2,155
  • Higher Rate dividend: remaining £38,418 − £500 − £25,130 = £12,788 at 33.75% = £4,316
  • Total dividend tax: £6,471

Accountant cost estimate: £1,200/year

Total tax + accountant cost: £16,683 (Corporation Tax £9,012 + Dividend Tax £6,471 + Accountant £1,200) Take-home: £43,317  |  Effective rate: 27.8%
At £60,000, the sole trader take-home is £2,794 higher after accountant costs.
Accountant costs matter at lower profit levels At £60,000, the raw tax saving from the limited company structure is roughly £1,600 — but a typical limited company accountant costs £800–£2,000 per year. Once you account for that, the sole trader structure is often ahead in net terms at this profit level. The limited company pulls clearly ahead once profits exceed approximately £65,000–£80,000 (depending on accountant fees and how efficiently dividends are extracted).

At what profit level does a limited company win?

There is no single breakeven number because it depends on your accountant fees, other income sources, pension strategy and how you extract money. But as a rule of thumb for a single director in 2026/27:

Annual profitSole trader take-homeLtd Co take-home (est.)Better structure
£20,000~£17,100~£15,600 (after accountant)Sole trader
£35,000~£28,600~£27,400 (after accountant)Sole trader
£50,000~£39,300~£38,400 (after accountant)Sole trader (marginal)
£60,000~£46,100~£43,300 (after accountant)Sole trader
£80,000~£57,400~£57,900 (after accountant)Limited company
£100,000~£66,600~£69,200 (after accountant)Limited company
£150,000~£88,700~£96,500 (after accountant)Limited company

Figures above are illustrative estimates for a single director with no other income, taking the optimal salary + dividend mix, and assuming £1,200/year accountant fees. Use the calculators below for a personalised figure.

Pension contributions can improve the limited company case A limited company can make employer pension contributions directly from pre-Corporation-Tax profits — bypassing both Corporation Tax and Income Tax on that money. At higher profit levels this can add significantly to the limited company's advantage. A sole trader can also contribute to a pension, but the contribution only reduces Income Tax, not Class 4 NI.

Admin burden and running costs

Tax efficiency is only one side of the comparison. A limited company involves meaningfully more administration:

Sole Trader

Annual admin

  • One Self Assessment return (SA100 + SA103)
  • Keep records of income and expenses
  • Pay tax by 31 January (and 31 July if payments on account apply)
  • No Companies House filings
  • Accountant fees (optional): £200–£600/year
Limited Company

Annual admin

  • Corporation Tax return (CT600)
  • Statutory accounts filed at Companies House
  • Confirmation statement (annual return) at Companies House
  • Director's Self Assessment return for personal income
  • Payroll (RTI submissions via PAYE) for your salary
  • Dividend minutes and vouchers for each dividend
  • Accountant fees (strongly recommended): £800–£2,000/year

One-off setup costs

Late filing penalties are serious Companies House and HMRC both levy automatic penalties for late accounts or returns. A company that files accounts just one day late receives an automatic £150 fine (rising to £1,500 if more than six months late). This increases accountability and stress compared to a sole trader's Self Assessment regime.

Limited liability protection

The "limited" in limited company refers to the liability of shareholders — in most cases, limited to the value of shares they hold (typically £1 per share for a small company).

As a sole trader, you are personally liable for all business debts. If a client sues you successfully or you cannot pay a supplier, creditors can pursue your personal assets.

As a limited company director, the company is the contracting party. If the company cannot pay, shareholders generally cannot be pursued for more than their unpaid share capital — unless:

Professional indemnity insurance matters more than structure For most consultants and freelancers, professional indemnity (PI) insurance provides more practical protection against client disputes than the limited company structure. PI insurance protects against errors, negligence claims and missed deadlines — regardless of whether you operate as sole trader or limited company.

IR35 risk for contractors

If you work as a contractor, IR35 is a critical consideration in your structure choice.

What is IR35?

IR35 is HMRC anti-avoidance legislation that targets contractors who work like employees but bill through a limited company to reduce their tax bill. If you are found to be inside IR35, you lose most of the tax advantages of the limited company structure.

Who determines IR35 status?

Sole traders and IR35

Sole traders are not subject to IR35 — the legislation only applies to limited company contractors. If your main concern is IR35 risk (for example, you work exclusively for a single large client who has blanket-determined all contractors as inside IR35), a sole trader arrangement avoids the IR35 issue entirely, at the cost of higher NI.

Inside IR35 = employment tax rates, without employment benefits If your limited company is deemed inside IR35, your company pays you a deemed salary on which PAYE and NI apply — at the same rates as an employee, but without holiday pay, sick pay or pension contributions from the client. You lose the tax advantage while retaining the admin burden.

Read our full contractor vs employee tax guide for a detailed IR35 comparison.

Which structure is right for you?

Start as a sole trader if:

Your profits are below £50,000–£60,000 and growing. You want minimal admin. You are just starting out and unsure whether the business will be long-term. You work for clients where IR35 is not a risk. Accounts and compliance feel like a distraction from doing the work.

Incorporate as a limited company if:

Your profits are sustainably above £70,000–£80,000. You want to retain money in the company (for investment or to smooth lumpy income). You need limited liability for contractual or legal reasons. Clients require a limited company structure. You are doing high-volume contracting and your IR35 position is clearly outside.

The most common path

Many UK freelancers and consultants follow the same trajectory: start as a sole trader while building the business, then incorporate once profits consistently exceed £60,000–£80,000 and the accountant confirms the tax saving outweighs the additional cost. There is no penalty for starting as a sole trader and incorporating later.

Get personalised advice Use our self-employed tax calculator and salary calculator to model both scenarios with your actual income. For a decision of this size, it is also worth spending an hour with an accountant — most offer a free initial consultation and many charge a fixed annual fee once you incorporate.

Run the numbers yourself

Frequently asked questions

At what profit level is a limited company better than a sole trader?

In 2026/27, a limited company typically becomes more tax-efficient at around £70,000–£80,000 profit once accountant fees (typically £800–£2,000/year for a small limited company) are factored in. Below that level, the tax saving is usually wiped out by the additional admin costs. The exact crossover depends on your specific circumstances.

How do limited company directors pay themselves?

The tax-efficient approach is to take a low salary (typically £12,570 — the Personal Allowance) and extract the rest as dividends. Dividends are taxed at lower rates than salary: 8.75% basic rate, 33.75% higher rate, 39.35% additional rate. The first £500 of dividends is tax-free (2026/27 Dividend Allowance). Crucially, dividends are not subject to National Insurance contributions.

Do I pay Corporation Tax as a sole trader?

No. Sole traders pay Income Tax and Class 4 NI on their profits — there is no Corporation Tax. Corporation Tax only applies to limited companies. For 2026/27, the main Corporation Tax rate is 25% on profits above £250,000, with a small profits rate of 19% on profits up to £50,000, and marginal relief between those levels.

Is a sole trader personally liable for business debts?

Yes. As a sole trader, you and your business are the same legal entity. If the business cannot pay its debts, creditors can pursue your personal assets — your savings, car, or even your home. A limited company is a separate legal entity, so in most cases your personal liability is limited to the amount you invested in the company (typically £1 per share).

Can I switch from sole trader to limited company later?

Yes — and this is a common path. Many people start as sole traders (simpler, lower cost) and incorporate when their profits grow large enough that the tax saving outweighs the admin costs. Incorporation is straightforward: register at Companies House (£12 online), notify HMRC, open a business bank account and transfer the business. You do not lose your trading history.

What is IR35 and how does it affect my structure choice?

IR35 is anti-avoidance legislation that targets contractors working like employees but billing through a limited company. If HMRC or a client determines you are inside IR35, you lose most of the tax advantages of the limited company structure. Sole traders are not affected by IR35 — it only applies to limited company contractors. For contractors whose IR35 status is uncertain, this is a significant consideration when choosing a structure.