Free two-minute diagnostic

Is your company's surplus cash exposed to tax?

Most directors have no idea. Take the free two-minute Director's Cash Risk Check and find out where you stand - and what you could do about it.

The problem

Most directors do not see the cash risk coming

When a UK limited company builds up surplus cash, it does not just sit safely in the bank. HMRC treats it as a company asset - and depending on how much there is and what it is doing, a large proportion can be exposed to a 40 per cent tax charge on the way out.

Let it build up long enough, and your trading company can even be reclassified by HMRC, putting valuable reliefs such as Business Asset Disposal Relief at risk. Many directors do not find out until it is too late to act efficiently. 

There are recognised, HMRC-approved structures that protect surplus company cash - but acting early makes an enormous difference to the outcome.

Watch: what is really happening to your company cash

Explainer video coming soon - embed here when the animatic is ready.

What directors say

"[Add a real client testimonial here - one or two sentences about finding out where they stood.]"

[Name] - [Role], [Company]

"[Add a second testimonial here.]"

[Name] - [Role], [Company]

Common questions

Who is this check for?

The Director's Cash Risk Check is designed for directors of UK limited companies who have surplus cash in their business beyond day-to-day trading needs. If your company has cash building up that is not needed for operations, this check will show you where the risk lies.

How long does it take?

Two minutes. The check is seven questions and gives you an instant personalised result on screen. No jargon, no lengthy forms.

What does my result mean?

Your result - Low, Moderate, or Significant exposure - reflects how exposed your company's surplus cash is to tax risk. It is based on how much cash is in the company, what that cash is currently doing, and whether your adviser has explained the risk to you before.

Is this financial advice?

No. The check gives general, indicative guidance based on the information you provide. It is not financial or tax advice. The right approach for your specific situation depends on your full circumstances, which is what the no-obligation consultation is for.

What happens with my data?

Your details are held securely by TLPI and we will never share them with third parties. You can unsubscribe from our communications at any time.

Free - two minutes - instant result

Ready to find out where you stand?

The check takes two minutes and gives you an instant personalised result. No jargon, no obligation.

Take the Director's Cash Risk Check

General indicative guidance only - not financial or tax advice.

What happens next

Read your result

Your result arrives on screen immediately and is emailed to you. No obligation to do anything further.

Take the check

Download the right guide

Based on your result and your primary goal, we point you to the guide most relevant to your situation.

Take the check

Book a free consultation

If your result suggests your cash is at risk, the clearest next step is a short no-obligation call with one of our consultants.

Book a consultation