Limited Company vs Sole Trader 2026/27: Is It Worth It?

Business10 min readCalcStack Team

Probably not, on tax alone. At 2026/27 rates a one-person limited company that pays out all its profit no longer beats a sole trader at any normal profit level. The two run roughly level around £60,000 of profit.

That is a genuine change, and a lot of advice still has not caught up with it. Two rule changes did the damage, and neither is being reversed. Below is the arithmetic, then the reasons incorporating can still be the right decision.

What changed

On 6 April 2025 employer National Insurance rose from 13.8% to 15%, and the secondary threshold — the point at which a company starts paying it on a salary — fell from £9,100 to £5,000 a year. A director's salary now attracts employer NI almost immediately.

On 6 April 2026 the dividend ordinary and upper rates each rose by two percentage points, to 10.75% and 35.75%. The additional rate stayed at 39.35% and the dividend allowance stayed at £500.

The third piece is the one people miss. A company whose only employee is a single director paid above the secondary threshold generally cannot claim the £10,500 Employment Allowance, so there is nothing to absorb that employer NI bill.

Worked example: £40,000 of profit

Same business, same £40,000 of profit before the owner takes anything out. England, Wales or Northern Ireland rates, no other income, no pension contributions.

As a sole trader:

  • Income tax: £40,000 less the £12,570 personal allowance leaves £27,430 taxable, all at 20% = £5,486
  • Class 4 NI: £27,430 at 6% = £1,645.80. Class 2 is £0 — the compulsory charge was abolished in April 2024
  • Total tax and NI £7,131.80, leaving £32,868

Through a limited company, taking a £12,570 salary and the rest as dividends:

  • Employer NI: £12,570 less the £5,000 threshold = £7,570 at 15% = £1,135.50
  • Profit left after salary and employer NI: £40,000 − £12,570 − £1,135.50 = £26,294.50
  • Corporation tax at the 19% small profits rate: £4,995.96
  • Distributable profit: £21,298.55
  • Dividend tax: the first £500 is free, the remaining £20,798.55 at 10.75% = £2,235.84
  • Total tax and NI £8,367.30, leaving £31,633

The sole trader is £1,235 a year better off before a penny of extra accountancy fees. Add the £600 to £1,500 a year a company costs over a sole trader return and the real gap is nearer £1,850 to £2,750. At this profit level, incorporating for tax reasons alone loses you money.

Worked example: £80,000 of profit

Doubling the profit does not rescue the case. It makes it worse.

As a sole trader:

  • Income tax: £37,700 at 20% = £7,540, then £29,730 at 40% = £11,892, so £19,432
  • Class 4 NI: £37,700 at 6% = £2,262, then £29,730 at 2% = £594.60, so £2,856.60
  • Total tax and NI £22,288.60, leaving £57,711

Through a limited company, again £12,570 salary and the rest as dividends:

  • Employer NI: £1,135.50
  • Profit after salary and employer NI: £66,294.50, which is above the £50,000 lower limit, so marginal relief applies
  • Corporation tax: 25% of £66,294.50 = £16,573.63, less marginal relief of 3/200 × (£250,000 − £66,294.50) = £2,755.58, giving £13,818.04, an effective 20.8%
  • Distributable profit: £52,476.46
  • Dividend tax: £500 free, then £37,200 at 10.75% = £3,999, then £14,776.46 at 35.75% = £5,282.58, so £9,281.58
  • Total tax and NI £24,235.12, leaving £55,765

The sole trader wins by £1,946, again before extra fees. The culprit is the upper dividend rate. Once your total income clears £50,270, each further pound of dividend costs 35.75% on top of the corporation tax the company has already paid, which works out at roughly 49p in the pound.

So is there a crossover point at all?

Barely. Run the same comparison across a range of profits and the company is behind almost everywhere. These are annual differences in take-home, limited company minus sole trader, before any extra accountancy cost:

  • £30,000 profit: −£1,065
  • £40,000 profit: −£1,236
  • £50,000 profit: −£1,406
  • £60,000 profit: −£20
  • £70,000 profit: −£869
  • £80,000 profit: −£1,947
  • £100,000 profit: −£4,102

There is exactly one window where the company edges ahead: roughly £60,150 to £60,500 of profit, and the win is about £12 a year. That is the entire 2026/27 tax advantage for a one-person company that draws everything out. It is a rounding error, not a strategy.

The dip around £60,000 is not magic. That is the point where the sole trader has just crossed into 40% income tax while the company's remaining profit still sits under the £50,000 corporation tax limit and the dividends still sit inside the basic-rate band. Go past it and the 35.75% upper dividend rate takes over.

Where a company can still win on tax

Every figure above assumes you take all the profit out each year. Change that assumption and the comparison changes with it.

Retaining profit. A sole trader is taxed on the full profit whether they spend it or not. A company is not. In the £80,000 example, drawing only up to the £50,270 basic-rate ceiling and leaving £14,776 in the company, then taking it in a leaner year at the basic rate, gets you to roughly £59,459 against the sole trader's £57,711. Income smoothing, rather than the headline rates, is now the main tax argument for incorporating.

A spouse or partner who genuinely owns shares. Split that same £80,000 company 50/50 with a spouse who has no other income and household dividend tax falls from £9,282 to about £4,182, leaving roughly £60,864 — around £3,150 ahead of the sole trader. The shares must carry real rights and your spouse must be a real shareholder. HMRC challenges arrangements that only exist on paper.

Employing anyone else. Take on one more employee and the company can usually claim the £10,500 Employment Allowance, which wipes out the employer NI on the director's salary entirely.

Pension contributions. Employer contributions are deductible for corporation tax and are not capped by relevant earnings, which matters if you want to put in more than you pay yourself. On like-for-like amounts, though, a sole trader gets relief too. At £80,000 of profit and a £20,000 contribution, the company comes out only about £380 ahead.

The reasons that have nothing to do with tax

These have not changed, and they are now doing most of the work in this decision.

  • Limited liability. The company is a separate legal person, so if it fails or is sued, your house and savings are generally out of reach. The protection has holes: lenders routinely ask directors for personal guarantees, and directors stay personally liable for wrongful trading and some unpaid PAYE and NI.
  • Client and agency requirements. Many main contractors, recruitment agencies and public sector bodies will only engage a limited company. If that is your market, the decision has been made for you.
  • IR35. A company does not defeat IR35. If your engagements fall inside the rules you lose almost all of the difference anyway, and an umbrella arrangement may be simpler — our IR35 guide walks through the status tests.
  • Raising investment. You cannot sell a slice of a sole trader business. A company can issue shares, and investors may qualify for SEIS or EIS relief.
  • Protecting a trading name. Incorporating stops anyone else registering the same company name. It is not a trade mark, but it helps.
  • Selling up later. A company with contracts, staff and accounts is a far cleaner thing to sell than a sole trader's book of work.

What incorporating actually costs

  • Companies House incorporation: £50 online. The fee rose from £12 on 1 May 2024, so ignore any guide still quoting the old figure.
  • Confirmation statement: £34 a year, filed online.
  • Accountancy: £800 to £2,500 a year for accounts, a CT600 and payroll, against £200 to £500 for a straightforward sole trader return.
  • Registered office service: £50 to £200 a year, if you would rather your home address stayed off the public register.
  • Admin: annual accounts within 9 months of your year end, corporation tax paid within 9 months and a day, a CT600 within 12 months, monthly RTI payroll submissions and statutory registers. Late filing triggers automatic penalties.
  • Publicity: your accounts, registered office, and your name and month of birth all sit on the public register. Some people mind that. Some clients like it.

How to decide

Sole traders still outnumber companies comfortably. The Department for Business and Trade's Business Population Estimates 2025 counted 3.2 million sole proprietorships against 2.1 million actively trading companies at the start of 2025. For a lot of those people, staying unincorporated is a considered choice rather than an oversight.

A workable test for 2026/27: incorporate if you need liability protection, if your clients insist on it, if you want to bring in investment, or if you can genuinely leave profit in the business. If none of those apply and you draw everything you earn, staying a sole trader is very likely cheaper and definitely simpler.

If you do decide to go ahead, our guide to setting up a limited company covers the practical steps.

Run your own figures before you commit. Use our limited company calculator to compare both structures on your actual profit, salary and dividend split at 2026/27 rates.

This article is general information for the 2026/27 UK tax year, not personalised tax advice, and figures may change; parts were drafted with AI assistance and reviewed for accuracy. Check GOV.UK or a qualified accountant before incorporating.

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Frequently Asked Questions

Is a limited company still more tax-efficient than a sole trader in 2026/27?

Generally no, not if you draw all the profit out each year. At 2026/27 rates the two structures are roughly level at around £60,000 of profit, and the sole trader is ahead on either side of it — by about £1,236 a year at £40,000 of profit and £1,947 at £80,000, before the extra accountancy costs a company brings.

At what profit level should I set up a limited company?

There is no longer a clean tax crossover. The old £30,000 to £35,000 rule of thumb pre-dates the April 2025 employer NI rise and the April 2026 dividend rate rise. On tax alone, a one-person company only edges ahead in a narrow band around £60,000 of profit, and by roughly £12 a year. Base the decision on liability, client requirements or your ability to retain profit instead.

Why has the tax advantage of a limited company shrunk?

Three changes. Employer National Insurance rose to 15% on 6 April 2025 and the secondary threshold fell to £5,000, so a director salary is charged almost from the first pound. The dividend ordinary and upper rates each rose two percentage points on 6 April 2026, to 10.75% and 35.75%. And a single-director company usually cannot claim the £10,500 Employment Allowance to offset the employer NI.

What is the most tax-efficient director salary for 2026/27?

For most one-person companies it is still £12,570, the personal allowance. That triggers £1,135.50 of employer NI at 15% on the amount above the £5,000 secondary threshold, but the corporation tax deduction on the salary outweighs it. A £5,000 salary avoids employer NI entirely and is worth modelling too, particularly at lower profits.

Does a limited company really protect my personal assets?

Mostly, yes. The company is a separate legal person, so its creditors cannot normally pursue your house or savings. The protection is not absolute: lenders often require a personal guarantee, and directors can be personally liable for wrongful trading and for certain unpaid taxes.

How much more does a limited company cost to run than a sole trader?

Budget £800 to £2,500 a year for accountancy against £200 to £500 for a sole trader return, plus £34 a year for the confirmation statement and £50 to incorporate. A registered office service, if you want one, adds £50 to £200 a year.

Can I switch back to being a sole trader if it does not work out?

Yes. You can stop trading through the company and either keep it dormant or apply to strike it off. Extracting the final balance can trigger income tax or capital gains tax depending on how it is done, so take advice on the closing distribution before you act.

Does being limited make any difference to IR35?

Not in your favour. IR35 looks at the reality of each engagement, not your legal structure. If a contract falls inside the rules, the fee is taxed broadly like employment income and the dividend route is closed off, which removes most of the reason to be limited in the first place.

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