Step 3 of 3 · Property & Investment Limited Companies

Other Property & Investment Companies

If your company holds or invests in property or other assets but doesn’t fit one of the earlier categories, start here and we’ll tailor your package.

Examples of companies this page covers

  • Mixed portfolios with both residential and commercial assets
  • Companies with a small number of loans made to third parties
  • Companies holding land banks awaiting planning
  • Companies with small share portfolios alongside property holdings

On a short call we’ll clarify your structure and confirm the best way to treat income, expenses and capital items.

What’s included as standard

  • Company accounts and CT600 Corporation Tax return
  • Companies House accounts filing
  • 1 x director Self Assessment tax return
  • Schedules of properties, investments and loans
  • Basic guidance on interest, dividends and rent treatment
  • Email support and deadline reminders during the year
If we find that you fit cleanly into another category (e.g. SA, HMO, SPV), we’ll simply move you to that package without extra fuss.

Frequently asked questions

My company is unusual – can you still help?
Almost certainly. We work from first principles: what assets you hold, how you earn income and your long-term plans. Then we shape the accounting and tax position accordingly.
What will you ask on the discovery call?
We’ll ask about property types, locations, values, how income arises, who the shareholders are, and any loans or cross-border aspects. It usually takes 10–15 minutes.

Tailored Property & Investment package

For anything that doesn’t neatly fit another page.

From £79+ VAT / month
Exact fee agreed after a short discovery call.
  • Company accounts & CT600
  • Companies House filing
  • 1 x director Self Assessment
  • Customised schedules for your assets
Tell us about your company Book a free 15-minute call

We’ll confirm:

  • Your main property and investment types
  • Turnover, rent and investment income levels
  • Any VAT or cross-border complexity