Dan & Vicky - Franchisor Setup & Registration | LOYALS Accountants

Franchisor Setup & Registration

Building Your Franchise System with LOYALS

Welcome Dan and Vicky!

We're excited to help you build your franchise system from the ground up! This form helps us understand your business so we can:

Set up your holding company structure properly (included in your £1000 package)
Guide you through creating your franchisor documentation
Register you for Self Assessment (£60 per director - special rate, normally £100)
Plan your Capital Gains Tax strategy for the property sale
Connect you with our franchise specialists who'll help with operations manuals, agreements, and IP protection

Don't worry if you haven't done anything yet - that's exactly why we're here! We'll guide you through every step. Take your time with this form, and look for the blue ❓ icons for helpful explanations.

Contact & Timeline

Dan's Email *

Dan's Phone *

Vicky's Email *

Vicky's Phone *

Preferred Contact Method *

Company Formation Date When would you like companies registered? Leave blank for ASAP.

Start Trading Date When will you start franchise operations?

Your Business to Franchise

Tell us about the business you're franchising - what makes it successful and attractive to potential franchisees?

Brand/Business Name * The brand name franchisees will operate under.

Industry Sector *

Business Description * Be as detailed as possible - this helps us understand your model and guide you properly.

Technician Model Explanation * ? You mentioned it's technician-led and scales by adding employees. Help us understand: Will franchisees be hands-on technicians themselves? Will they hire and manage other technicians? What does the typical growth path look like as they add staff?

What Makes This Franchisable? * ? Think about your unique selling points, proven systems, profitability track record, competitive advantages - what will make franchisees successful with your model? If you're not sure, that's fine - we'll help you identify and develop these strengths!

Current Trading Status * ? It's totally fine if you're still in concept stage! We'll help you build the proven track record that makes your franchise attractive to buyers. Most successful franchisors have 1-2 years of trading history before franchising.

Actively trading

Start-up phase

Concept stage

Current Annual Turnover

Years Operating

Franchise Model & Fees

Franchise Model Type * ? Most franchises are "Business Format" where you provide a complete system. If you're not sure yet, select Business Format and we'll discuss the best structure for you on our call.

Franchise Fee * ? The upfront fee franchisees pay to join your system. Industry averages range from £15k-£30k depending on sector and investment required. We'll help you price this appropriately based on your model.

Ongoing Fees * ? How franchisees pay you regularly. Typically 5-10% of turnover (most common) or a fixed monthly fee. We'll help you decide which model works best for your business.

Total Investment for Franchisees * Total cost: franchise fee + equipment + stock + working capital + premises

Territory Model * ? Exclusive territories mean only one franchisee per defined area - they have protected territory. Non-exclusive allows multiple franchisees in the same area. Most franchisors use exclusive territories as it's more attractive to franchisees.

Exclusive

Non-exclusive

Not sure yet

Support You'll Provide to Franchisees ? The more comprehensive your support system, the more successful your franchisees will be. We'll help you develop these support systems if you haven't created them yet.

Initial Training Programme

Ongoing Training

Operations Manual

Marketing Support

Field Support Visits

Technology/Software Systems

Franchise Documentation & IP

Don't worry if you haven't created these yet - we'll guide you through everything and connect you with the right specialists!

Franchise Agreement Status * ? The legal contract between you and your franchisees. If you haven't created this yet, we'll connect you with franchise lawyers who specialise in creating comprehensive agreements.

Already have it

Work in progress

Not started - need help

Operations Manual Status * ? This is the "playbook" for your franchisees - it documents every process, procedure, and standard. We'll help you create this systematically by documenting what you already do successfully.

Already have it

Some documentation done

Not started - need help

Trademark Registration Status * ? Registering your trademark with the UK Intellectual Property Office protects your brand legally. This is essential before franchising. We'll connect you with IP specialists to get this registered quickly - typically takes 3-4 months.

Already registered

Application pending

Not started - need help

✓ We've Got Your Back! Don't worry if you haven't started on any of these - that's exactly what we're here for! We'll connect you with our network of franchise specialists, IP lawyers, and consultants who'll guide you through creating professional documentation. You're not in this alone!

Holding Company Setup

The holding company owns your franchise system and IP, providing asset protection and tax efficiency. We'll set this up for you!

Holding Company Name (1st Choice) * Must end with "Limited" or "Ltd". We'll check availability with Companies House.

Holding Company Name (2nd Choice)

Registered Office Address * ? Must be a UK physical address. This appears on the public Companies House register. You can use your home address, or we can provide a registered office service if you prefer to keep your home address private.

Trading/Franchisor Company

This company operates the franchise system, collects fees, and supports franchisees. 100% owned by your holding company.

Trading Company Name (1st Choice) * ? The company franchisees contract with. Often includes "Franchising" or "Group" in the name.

Trading Company Name (2nd Choice)

Trading Company Address

Same as Holding

Different Address

Dan - Director Details

Full Legal Name (as on passport) *

Date of Birth *

Nationality *

Residential Address * Your home address - kept on record but NOT public on Companies House.

National Insurance Number *

Do you have a UTR (Unique Taxpayer Reference)? * ? A UTR is your 10-digit HMRC reference number for Self Assessment tax returns. As a company director with PAYE income and rental income, you'll need one for us to file your personal tax returns. If you don't have one yet, no worries - we'll register you!

Yes

Dan's UTR Number

📋 Let's Get You Registered!

As a director with PAYE income and rental income, you need Self Assessment registration. We'll handle everything for you!

💷 Special Price Just For You

Director Self Assessment Registration: £60 (normally £100)

Since you're on our £1000 holding structure package, we're offering you and Vicky a special rate - saving you £80 total!

Previous Names (Last 20 Years)

🔐 Companies House ID Verification Required You both need to verify your identity with Companies House and obtain your Personal Codes before we can register the companies. It's quick - takes about 5 minutes online. Just email the codes to kris.nick@loyals.uk after submitting this form.

Vicky - Director Details

Full Legal Name (as on passport) *

Date of Birth *

Nationality *

Residential Address

Same as Dan

Different

National Insurance Number *

Do you have a UTR? *

Yes

Vicky's UTR Number

📋 Let's Get Vicky Registered!

Same as Dan - Vicky needs Self Assessment registration for the director role and rental income. We'll sort this for you!

💷 Special Price

Vicky's Registration: £60 (normally £100)

Previous Names (Last 20 Years)

Ownership Structure

Holding Company Shareholding * ? This determines voting rights and profit distribution in your holding company. The standard 50/50 split gives you both equal control and equal share of profits. We recommend this for most husband-wife partnerships, but we can set up different arrangements if needed.

Standard Structure We Recommend: Dan: 50% (1 share @ £1) | Vicky: 50% (1 share @ £1) | Total: £2 share capital

Confirmed 50/50

Different split

Describe Your Preferred Structure No problem if you want something different - just explain what you have in mind and we'll set it up properly!

Subsidiary Ownership * ? We recommend the holding company owns 100% of the trading/franchisor company. This keeps your structure clean for tax efficiency and makes it much easier if you ever want to bring in investors or sell part of the business later.

Standard Structure: Holding Company owns 100% of Trading/Franchisor Company

100% by Holding

Different split

Describe Subsidiary Ownership Structure

Personal Tax - PAYE Employment

Details of your current employment for Self Assessment tax returns.

Dan's Employment

Employer Name *

Job Title / Position *

Annual Salary *

Employment Type *

Vicky's Employment

Employer Name *

Job Title / Position *

Annual Salary *

Employment Type *

Rental Property & CGT Planning

Your buy-to-let property details for tax returns and Capital Gains Tax planning for the potential sale. Don't worry - we'll calculate everything and show you how to minimise your tax bill!

Property Address *

Purchase Date *

Purchase Price * ? The original cost you paid - this is the starting point for CGT calculations. If you have the stamp duty and legal fees from the purchase, you can add those too as they reduce your eventual tax bill.

Property Improvements Cost ? Capital improvements like extensions, conversions, or major renovations can be added to your base cost, which reduces CGT. Regular maintenance (painting, repairs) doesn't count. If you've done any major improvements, include them here - every pound reduces your tax!

Current Market Value * Your best estimate - doesn't need to be exact. We'll help you refine this closer to sale.

Mortgage Status *

Has mortgage

Owned outright

Outstanding Mortgage Balance Current amount owed - affects net proceeds but not CGT liability.

Annual Rental Income (2024/25) * Total rent received this tax year - we'll split this 50/50 for your tax returns.

50/50 Ownership Confirmed via Declaration of Trust Each of you reports half the rental income and half of any capital gain.

Was this ever your main residence? * ? This is really important! If you ever lived in this property as your main home, you may qualify for Principal Private Residence (PPR) Relief, which can eliminate or significantly reduce your CGT. Even if you only lived there for a short period before letting it out, you could save thousands in tax.

Yes - we lived there

No - always rental

When Did You Live There? Approximate dates are fine - this helps us calculate your PPR relief accurately.

Sale Plans for 2025? *

Yes - definitely

Probably

Maybe

No - keeping it

Expected Sale Date Approximate timing helps us plan the CGT reporting.

Expected Sale Price ? Your realistic estimate of what you'll sell for. We'll calculate: (Sale Price - Purchase Price - Costs - Improvements) ÷ 2 = Each person's gain. Then we apply your £3,000 CGT allowances and calculate the tax at 18% or 24% depending on your other income. We'll show you exactly what to expect!

✓ CGT Planning & Advice Included We'll calculate your CGT liability, apply all available reliefs (including PPR if applicable), advise on optimal timing to minimise tax, and handle all HMRC reporting. This is all included in your tax return service at no extra cost!

Franchise Growth Strategy

Year 1 Franchisee Target

3-Year Franchisee Goal

Geographic Expansion Plan Where will you launch? UK-wide? Specific regions first? International ambitions? We'll help you plan this out!

Biggest Challenges or Concerns What worries you most? This helps us connect you with the right specialists and focus our support where you need it.

Additional Information

Anything Else We Should Know?

Best Time for Consultation Call

We'll review your information and contact you within 24 hours.

🎉 Congratulations!

You've submitted your registration form and you're one step closer to building your franchise empire!

We'll review everything and contact you within 24 hours to schedule your consultation call.

📧 Important: Please Email These Documents Now

Send to kris.nick@loyals.uk

Passports: Photo page copies for Dan and Vicky
Proof of Address: Utility bill or bank statement (within 3 months) for both
Companies House Personal Codes: After you complete ID verification (both Dan and Vicky)
Declaration of Trust: For your rental property 50/50 split
Franchise Documents: Any agreements, manuals, or IP documentation you have

If you don't have UTR numbers yet, use the registration buttons in the form to get those sorted - we've given you special pricing!