What is included in the compliance bundle?
The compliance bundle combines the four filings that almost every small limited company needs each year: statutory annual accounts and the Company Tax Return (CT600), the confirmation statement that keeps your Companies House record up to date, and one director's personal Self Assessment tax return. Instead of buying each filing separately and coordinating the timing yourself, we manage the whole cycle for you.
The bundle price of £1,097 + VAT is simply the sum of our individual fees for accounts and CT600 (£749), confirmation statement (£49) and director Self Assessment (£299) — we haven't applied a discount, but you get the convenience of one engagement, one point of contact and coordinated deadline reminders instead of managing three separate services. We are an independent firm of Chartered Accountants, not Companies House or HMRC.
Why bundle these filings together?
Accounts, CT600, confirmation statement and Self Assessment deadlines fall at different points in the year and are easy to lose track of individually. Bundling them means we hold all the relevant dates in one place, request the information we need from you in good time, and file each return without you having to chase separate providers or remember separate logins.
It also means whoever prepares your accounts has visibility of your confirmation statement and Self Assessment position, so we can flag if company details look out of date or if personal tax planning around dividends and salary might be worth reviewing.
How much does the compliance bundle cost?
The bundle costs £1,097 + VAT a year, made up of £749 for accounts and CT600, £49 for the confirmation statement and £299 for one director's Self Assessment return. On top of this, the £50 Companies House confirmation statement fee is passed on at cost with no markup. Any Companies House fee shown is charged at today's rate; if Companies House changes it, we charge the new fee separately.
If you have more than one director needing Self Assessment, or you also need VAT returns or bookkeeping, we quote those separately, since the bundle is built around the four core compliance filings.
Is the compliance bundle right for every company?
It works well for owner-managed limited companies with one or two directors who want their core statutory filings handled together, without ongoing bookkeeping or advisory support built in. If you are dormant, you may only need our dormant accounts and confirmation statement services rather than the full bundle, since Self Assessment and a full CT600 may not apply.
If your company has grown, has more complex accounts, or you would value regular check-ins through the year rather than four filings arriving separately, it's worth considering our monthly plans instead.
Compliance bundle versus our monthly plans
The compliance bundle is a one-off annual purchase covering four filings at a fixed combined price. Our monthly Essential and Compliance plans cover similar statutory filings but spread the cost across the year in smaller monthly instalments and add ongoing support, such as being able to call or email us with questions throughout the year rather than only at filing time.
Because our monthly plans are priced according to company size and the services included, we don't quote a figure here — see our fees page for current monthly plan pricing and to compare it against the bundle above.
What do I need to provide to get started?
To get started we'll need your company's year-end date, access to your accounting records or bookkeeping software, details of directors and shareholders for the confirmation statement, and each covered director's personal income details for their Self Assessment return. We'll confirm exactly what's needed once we understand your company's circumstances.
Once we have what we need, we build each filing into our deadline calendar so nothing is left until the last minute.