Take Action Now to Release Company Value Efficiently

For business owners considering succession, partial exit, full exit, or simply drawing value tax-efficiently, the window to take action is closing.

Capital Gains Tax and dividend taxes are increasing. A Shareholder Buyout could save you tens or even hundreds of thousands — but only if completed before the deadline and structured in the right way.

What's changing?
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Time-Sensitive Tax Opportunity

From 6 April 2026, key tax increases will impact anyone planning to extract value from their company or reorganise ownership. Completing a Holding Company Buyout before this date can dramatically reduce your tax bill.

New rates deadline: 6 April 2026
Once the new rates take effect, the opportunity to lock in the lower tax rates closes. Early planning maximises tax savings and ensures compliance. 

Oldfield deadline: 16th January 2026
To ensure that you have time to consider the options and for Oldfield to plan a roadmap and instruct solicitors, it's best to start as soon as possible. 

Start the process today

What’s Changing From April 2026?

Business Asset Disposal Relief (BADR)

  • BADR rate increases from 14% to 18%
  • £1m lifetime allowance remains
  • Missing the deadline costs you an extra 4% tax

Dividend tax rates — before vs from 6 April 2026

Rates shown are the dividend tax rates for the UK. The £500 dividend allowance remains unchanged.

When considering how to extract cash from your business in the most tax-efficient way, a buyout presents a compelling alternative to dividends, especially with dividend tax rates rising from April 2026. 
Tax band Dividend tax rate
(Before 6 Apr 2026)		 Dividend tax rate
(From 6 Apr 2026)
Basic-rate taxpayer 8.75% 10.75%
Higher-rate taxpayer 33.75% 35.75%
Additional-rate taxpayer 39.35% 39.35% (no change)

Note: the £500 dividend allowance remains in place. These changes take effect from 6 April 2026.

Expert guidance on your exit options

Is a Holding Company Buyout Right for You?

If you're thinking about drawing money from the business, stepping back, or need a IHT review, doing so before April 2026 could help you to save tax.

Succession Planning

Step back from day-to-day responsibilities while transferring ownership efficiently.

Partial Exit / Cash-Out

Release a significant portion of value now without facing high dividend tax rates.

Full Exit

Sell your shares at today’s lower BADR rate before the increase.

Shareholder Restructuring

Buy out partners or family shareholders cleanly while protecting the trading company.

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Your proactive accounting and advisory partner.

Here at Oldfield we take our clients on a journey of exploration, bringing value to their business through growth and financial auditing. 

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We specialise in

  1. Tax-efficient company reorganisations and buyouts
  2. BADR planning and CGT optimisation
  3. Succession and exit structuring
  4. Complex shareholder restructuring

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