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Family Investment & Holding Companies

For family investment companies and holding companies owning shares, funds, loans and multiple property SPVs under one group structure.

Who is this for?

  • Family investment companies holding listed shares and funds
  • Holding companies above multiple SPV property companies
  • Companies with intercompany loans and group dividends
  • Long-term wealth and succession planning structures (tax-only, not legal)

What’s included in your package

  • Company accounts and CT600 filing for the holding/investment company
  • Companies House accounts submission
  • 1 x director / shareholder Self Assessment tax return
  • Schedule of investments (shares, funds, loans, SPV holdings)
  • Group dividend and intercompany loan tracking
  • Basic guidance on extracting funds tax-efficiently
We focus on clear schedules of investments, loans and dividends, so you can see the picture across all family entities in one place.

Typical items in family investment & holding companies

  • Share portfolios and funds held via platforms
  • Intercompany loans to and from SPVs or trading companies
  • Dividends received from UK and overseas companies
  • Interest income on loans
  • Rents received if the holding company owns property directly
  • Capital contributions and withdrawals from family members

Frequently asked questions

Can you advise on gifting shares and succession?
We can comment on tax implications (Dividend Tax, CGT, IHT considerations) and work with your solicitor or planner. We do not provide legal drafting services ourselves.
How are group dividends taxed?
In many cases, UK-to-UK company dividends are exempt in the receiving company. We’ll ensure they are treated correctly in the accounts and CT600.
Do you consolidate group accounts?
For small groups, consolidation may not be mandatory. We usually prepare individual company accounts with clear intercompany schedules. If full consolidation is required, we can quote separately.

Family Investment & Holding package

For family investment and holding structures.

£95+ VAT / month
Investment income up to £150,000, simple group structure.
  • Company accounts & CT600
  • Companies House filing
  • 1 x director/shareholder Self Assessment
  • Investment & intercompany schedules

Bespoke pricing for complex groups, overseas holdings or trusts.

Start my family investment package Book a free 15-minute call

Popular add-ons:

  • Additional shareholder returns Add-on
  • Group reorganisation & clearance support Add-on
  • International tax review (with specialist input) Add-on