Using a Personal Trading Company Structure | Tax Clinic

Hosted by Matthew Steiner from Stellar and Tom Moore from WestBridge Group, our tax clinic focused on the benefits of using a Personal Trading Company (PTC) compared to other vehicles.

This clinic provided a forum for advisers to discuss tax related issues and gain insight into the more complicated areas of inheritance tax and estate planning.

This structure works by creating a solely owned PTC which invests in businesses operating across a range of different investment sectors including Commercial Forestry, Hotels and Bridging Finance. Once the company is incorporated and shares are issued, the two-year qualification period for Business Relief begins.

Our speakers shared their experience and answered questions around the following themes:

  • How a PTC structure works compared to other methods such as sole tradership or a partnership.
  • The benefits and risks of PTCs.
  • The ins and outs of a PTC, from transfer and valuation of shares to profit extraction and company administration.


Additional Webinar Resources

Stellar Inheritance Tax Services Brochure

Stellar Partner Services Brochure

Register for our future tax clinic


Wednesday, 21 April 2021
from 10:00 – 11:00am

We explore some of the more creative uses of Business Relief (BR) and benefits these approaches could bring for your clients.