Home / Accounts for a small investment holding company
Send us your bank statements. We do the bookkeeping, prepare your accounts and tax return, and file them with Companies House and HMRC. You check everything first.
Fixed fee from £199 for the whole year · Dormant companies £19 · No VAT added
We work with records from
Excel
Google Sheets
Lloyds Bank
It still files accounts every year, even if the bank barely moves. We record dividends, interest and loans between your companies, then tell you whether dormant accounts at £19 or trading accounts from £199 fit. Send whatever you have; bank statements are enough. You check everything first.
Shares, dividends and bank interest. We turn it into tidy company accounts.
To get started
Bank statements
Plus anything else you have
Even if it’s incomplete. No bookkeeping needed first.
Missing something? Bank statements are enough to start. Photos and rough notes are fine too.
Fixed fee from
£199
£199 for turnover up to £90,000
£499 for turnover above £90,000
Bookkeeping, accounts, tax return and filing.
Extra costs: no VAT is added to our fee. Any extra work is agreed with you first. Corporation Tax due is paid to HMRC.
Ready when you are
Find your companyWe look for the costs your company can claim, so you don’t pay more tax than you need to. These are examples; we’ll tell you which apply. HMRC guidance.
Send what you have, even if it’s messy or incomplete. We do the bookkeeping from your bank statements.
We prepare your accounts and tax return, and look for the costs your company can claim to lower its tax.
You approve everything first. Then we file with Companies House and HMRC before the deadline.
A holding company may have few bank payments but still own shares, receive dividends or lend money. We start with what the company owns, then tell you which accounts and returns it needs.
Need more help? If a parent company or investment needs extra work, we give you the price first. WhatsApp us
New: what the Budget on 28 October 2026 means for your company and our free director pay calculator.
Leave your name and number and we’ll call you back to talk about your company.
Tell us about your company. We’ll explain what we need from you and exactly what it costs.
If you’d like to go ahead, we’ll send you a link to get started. If not, that’s fine. No obligation.
