Put your business cash to work.
Learn how to invest your company profits. Save time and money by taking the Company Investing Course.
January ’20 is SOLD OUT!
Next Live Online Course 1 Mar – 29 Mar 2021
Mon & Thu 19:00 – 20:00 UK time
Can’t join us live? Don’t worry, we record and publish every session the same day
Limited spaces!
Register now for £500!
What you will learn
Save time and hassle
The course covers everything you need to know about investing through your UK limited company. This will save you weeks of research so you can focus on what matters.
Invest your company profits
Business bank accounts pay close to zero interest these days. Learn about the right company investment structures and online platforms allowing you to invest in higher-yielding assets.
Choose the right Exit Strategy
There is no point investing if you cannot reap the rewards. Whether it's ongoing passive income or a lump-sum amount, you will learn advanced methods for extracting your cash legally.
Invest in Property, Stocks & Bonds
You will learn what income-producing assets are available to LTD companies and how they work. Buy-to-Let, Property crowdfunding, Stocks & ETFs, Peer-to-Peer lending, Private Equity, Bridging loans, Gold, Silver and more.
Review of the best Online Platforms
We review the best online platforms that offer accounts for LTD companies. How much they cost, how to sign-up and what features they offer in detail.
Work with a specialised accountant
We know setting up your company for investing can be a pain which is why our accounting partners can make it easy for you after the end of the course.
Stay compliant
You must comply with HMRC and regulation rules when investing as an LTD company. The course shows you the actions you need to take to stay compliant and never miss a deadline.
Pay less taxes
Avoid (not evade) taxes legally. Learn which investments have a favourable tax treatment for companies, how to minimise taxes when selling or when taking an income from your investment company.
A powerful online community
You will join an online community of likeminded business owners who want to grow their wealth. This is a fantastic opportunity to discuss and learn from others.
Meet Michael

Who pays for my future self?
How come some people enjoy life more than others?
Why are some clever people poor and dumber people rich?
I was constantly thinking about my money ‘issues’ when a friend convinced me I am skilled enough to start my own company. I was quite reluctant but I did. My limited company was doing well, offering technology services to clients. Invoices raised, money flew in, profits stacked up.
Why take this course if I can find an accountant
1) Most accountants will often limit what their clients can achieve. They want to do things the easiest (for them) way while reducing their clients potential. “Just put more money into your pension” or “Take dividends and then invest personally” are typical responses that are not good enough. They want to do the bookkeeping – not grow wealth for their clients. Most probably, you have acknowledged this yourself too.
2) Most accountants will only spend 1 or 2 hours with you or otherwise charge thousands of pounds to explain the concepts. This is not only from my experience, but from people e-mailing me daily.
- Which investment platforms are best for company owners based on their experience/needs (passive buy & hold, index investing, gold, forex, margin loans, etc)
- How to easily track your ongoing investments and tax obligations (step-by-step examples)
- Different exit strategies 5-10 years down the line (only possible if you start on the right foot)
- Property + HMO investing through an LTD company
- How different assets are taxed when investing through an LTD (not just what the final tax bill is)
- A discounted offer with our trusted accountants or how to choose one yourself
- Being part of a community of like-minded business owners / investors to discuss ideas and strategies
- Which bank accounts to (not) use
- Pros and cons of Pensions vs LTD company investing and how to balance between the two to maximise profits as well as tax breaks
- Useful resources such as videos, excel spreadsheets and reading material to succeed in investing
CURRICULUM | ACADEMY & ACCOUNTANT | JUST ACCOUNTANT |
---|---|---|
Tailored approach to LTD company investing | ||
Education & guidance on both tax and investing | ||
Investment Platforms Comparison | ||
Sign-up instructions and legal requirements | ||
Discounts with trusted accountants | ||
Online Community of business owners/investors | ||
Holistic wealth view (pensions, LTD company, ISAs, children) | ||
Investment returns tracking | ||
Do's and dont's from legal point of view | ||
Investing/tax resources (spreadsheets, videos) | ||
Proactive, not complacent approach | ||
Basic tax guidance |
Here's your course outline
The course consists of 3 pillars, all of which are essential to company investing and wealth management.
The Tax Pillar teaches you everything you need to know about tax and accounting. It helps you decide whether company investing is right for you, how it works and how to implement it using the most appropriate company structure. It also includes a Q&A session with a qualified accountant for you to ask questions. We also look at tax optimisation strategies to minimise taxes and stay on top of your obligations to HMRC.
The Investing Pillar is all about execution. You have decided company investing is right for you and you want to go from zero to having invested funds in a platform ASAP. It provides information for you to choose the best bank account and investing platform. It also covers Property buy-to-let and education on how to build a diversified portfolio that not only makes money but also lets you sleep well at night.
The “Enjoy your Money” Pillar is all about reaping the rewards of your efforts. It discusses different exit strategies with real-world examples. This is so that when the time comes you can keep what you earned and enjoy it / match your liabilities (i.e. kids university, fun years etc). It also covers a passive-income style of building wealth using a combination of LTD company investing and Pensions.
We believe the 3 Pillars are essential for you to make an educated decision on how to best handle your money.
We teach 8 Live Online sessions every Monday & Thursday at 7-8 pm.
*Can’t join us live? Don’t worry, we record and publish every session the same day
Here’s the detailed Company Investing Course agenda:
- Pros and cons of both options
- A data-driven decision with a real-world example
- Cost and flexibility
- Risks to consider
- Tax treatment of your investments
- Entrepreneurs relief
- Is it legal?
- Company structure options for investing your business profits and a detailed breakdown for each
- Tax obligations to HMRC and to your accountant
- Why an exit strategy is very important and how to choose one
- How different investments are taxed when trading through an LTD, (not just what the final bill is)
- Stocks, Bonds, Commodities like Gold and Silver
- Buy-to-Let, Property funds (REITs, university accommodation and commercial property)
- Income vs Accumulation funds
- Top strategies to minimise your taxes while also considering your non-company investments
- How to prepare your annual accounts for your accountant
- How to track your investment taxes and balances
- Step-by-step example and a template to save you hours (transactions, yearly balance, dividends, rent)
- Features and cost
- Step-by-step sign-up instructions
- How to obtain a LEI code (sign up requirement)
- Live demo – see inside each platform
- How to buy/sell in practice
- Features and cost
- Security and FSCS protection
- How to sign-up
- Residential and commercial Buy-to-Let
- Bridging and Development loan investing and platforms
- Benefits of using an LTD company to invest in Property
- Upfront and ongoing costs
- Personal BTL vs Limited company property investing
- What returns/risk to expect from each asset class
- How stocks, bonds, property, private equity can work together to provide income and capital appreciation
- Review of the most important books for successful investing (for UK-based investors)
- Investing resources (books, videos, blog posts series)
- Popular portfolios overview and purpose (All-weather, 60/40 stocks/bonds, Tim Hale’s, 100% stocks)
- How much is enough? How to set realistic goals you can meet in (early) retirement
- Manage risk/return
- Dos and Dont’s of the Financial Independence / Retire Early movement
- Learn a tax-efficient way to extract your investment gains
- How to think with concrete goals in mind
- How the right exit strategy can save you thousands of pounds
- How to implement them
- Passive income vs lump sum income
- Pension benefits and costs compared to an LTD company
- How to balance contributions between the two to maximise profits and minimise taxes
- FREE spreadsheets for you to use with your own numbers
- Joining is totally optional and free for course members
- Get feedback on your ideas from like-minded individuals
- Help and get help
- Find new opportunities
- Hold yourself accountable by sharing your plan
- Increase the chance of taking action and succeeding
- Get motivation – you are not alone
Limited spaces left! (max 30 people)
Register now for £500
Live Online Course 1 Mar – 29 Mar 2021
Mon & Thu 19:00 – 20:00 UK time
* Can’t join us live? Don’t worry, we record and publish every session the same day
What people are saying...


Frequent Questions
No, no. Most online courses just email you a ton of videos to watch and expect you to figure things out on your own. This doesn’t work. Studying at home is great, studying alone is not. Our courses are all live, interactive, with direct feedback, and an amazing community. You can go at your own pace too, of course, but the live online immersion is what we recommend people take.
Everything is recorded and published the same day, so if you’re at work or your time zone doesn’t match up well with us, simply catch the replay and you’ll be up-to-date.
The sessions run every Monday and Thursday 7-8pm UK time.
If you have operated through a limited company before then you probably have some basic understanding already. Some basic knowledge of tax (i.e. what dividends, corporation tax are) is recommended but not essential.
Investing knowledge is not required. We will be talking about investing fundamentals and provide guidance but we cannot provide any financial advice.
Every session has a dedicated time slot for you to ask questions.
We are a team of both accountant and non-accountant experts. Having the right tax structure is important which is why an accountant will be there with you in one of the Tax Pillar sessions. We also focus on financial planning, exit strategies, and investing tools for limited companies.
Everything the course offers is essential for you to succeed in your investing journey.
We recommend you start considering the course if you’ve got a minimum of £20,000 to invest.
The course will give you everything you need to decide whether it’s worth taking the money out of your company and invest personally.
This is not an easy choice which is why we have dedicated an entire session to this question, backed by data.
Our goal is not to make you follow a certain path, but to help you make an educated decision on what’s best for you.
10 signs this course is
- You own a UK Limited Company with a minimum of £20,000 in surplus cash
- You’ve been following the salary/dividends/pension best practices but want something beyond that
- You want to grow your wealth without paying a huge tax bill upfront
- You want to do things legally and avoid expensive mistakes which can cost you time, money and HMRC enquiries
- You want to be part of a community with similar goals
- You’re looking for investment ideas and tax optimisation strategies
- Your accountant is complacent but you’re not
- You want to save time on researching investment platforms, tax strategies and legal documents
- You’re doing well for yourself and keeping asking “OK, what’s next”?
- You want to learn how to access your wealth not just how to create it
Invest your LTD Company Profits
Online Course- Access to All Course Material & Recorded Videos
- Videos, Spreadsheets, Notes, Templates
- Access to a supportive Private Community
- FREE Templates worth £60
- BONUS: Q&A with a Certified Accountant worth £120
Mon & Thu 19:00-20:00 UK time
can't join us live? don't worry, recorded version available on demand
Limited spaces (max 30 people)


Still not sure?
Get in touch
We are 100% confident the Company Investing Academy is the best way to grow your wealth.
However, if you’re not sure this course is right for you, then please send us an e-mail at michael@companyinvestingacademy.co.uk with your questions. We’ll do our best to reply asap.
Live Online Course 1 Mar – 29 Mar 2021
Mon & Thu 19:00 – 20:00 UK time
* Can’t join us live? Don’t worry, we record and publish every session the same day
Limited spaces left! (max 30 people)
Register now for £500!