The Investment Association company overview
The Investment Association is a private company limited by guarantee registered with company number 04343737. It was incorporated on 20 Dec 2001 and its current status is active.
The registered office is at 10 Norton Folgate, London, E1 6DB. The company has 18 active officers. It was previously called Investment Management Association.
The Investment Association upcoming deadlines
Year end accounts
Due 30 Sep 2027
Confirmation statement
Due 2 Jan 2027
Corporation tax payment
Due 1 Oct 2027
Dates are the ones Companies House holds for this company. Late accounts trigger automatic Companies House penalties starting at £150, and HMRC charges interest on late corporation tax.
The Investment Association at a glance
24 years
Trading age
9,093 days since incorporation
18
Active officers
Jack, Mark, Kirstie, Gilou
312
Filings on record
Latest: 13 Oct 2026
100/100
Filing health score
Accounts and statement up to date
Directors of The Investment Association
Former officers
92 more officers are on the register. See all on Companies House
Nature of business (SIC codes)
94990
Activities of other membership organisations not elsewhere classified
Allowable expenses for The Investment Association
Based on The Investment Association's SIC code (94990), these are typical tax-deductible expenses for a general business company. Claiming them lowers the profit you pay corporation tax on.
Vehicle & mileage
45p a mile for the first 10,000 business miles in a personal car.
Staff & director salaries
Wages, employer NI and pension contributions paid through PAYE.
Accountancy & legal fees
Bookkeeping, year-end accounts, tax advice and company secretarial costs.
Business insurance
Public liability, professional indemnity and employer's liability cover.
Phone & internet
Business mobile contracts, broadband and a share of home internet.
General guidance only — every expense must be wholly and exclusively for business. Ask an accountant
Tax guide for businesses like The Investment Association
How much tax does a limited company pay?
UK companies pay corporation tax at 19% on profits up to £50,000, rising to 25% above £250,000, with marginal relief in between. Claiming every allowable expense reduces taxable profit.
Does a company like The Investment Association need to register for VAT?
VAT registration is compulsory once taxable turnover passes £90,000 in any rolling 12 months. Many businesses register voluntarily to reclaim VAT on costs.
How much does an accountant cost for a limited company in London?
Fixed-fee accountants typically charge £60–£200 a month for a small limited company, covering year-end accounts, corporation tax and the confirmation statement.
Can directors of The Investment Association pay themselves in dividends?
Most small company directors take a low salary plus dividends. Dividends are paid from profits after corporation tax, with an annual £500 dividend allowance.
Filing history
13 Oct 2026 · AP01
Appointment of Mr Richard Oldfield as a director on 23 Sep 2026
9 Oct 2026 · AP01
Appointment of Ms Emma Linnea Mathilda Crystal as a director on 23 Sep 2026
7 Oct 2026 · TM01
Termination of appointment of Rachel Louisa Elwell as a director on 23 Sep 2026
7 Oct 2026 · TM01
Termination of appointment of Paul Robert Geddes as a director on 30 Jun 2026
28 Sep 2026 · TM01
Termination of appointment of Hans Iain Georgeson as a director on 23 Sep 2026
16 Jul 2026 · AP01
Appointment of Mr John David Owen as a director on 1 Jul 2026
16 Jul 2026 · TM01
Termination of appointment of Christopher James Cummings as a director on 30 Jun 2026
23 Jun 2026 · AA
Group accounts made up to 31 Dec 2025
12 May 2026 · AP01
Appointment of Ms Ouajnat Karim as a director on 6 May 2026
30 Jan 2026 · TM01
Termination of appointment of Nasreen Banu Kasenally-O’Driscoll as a director on 30 Jan 2026
31 Dec 2025 · CS01
Confirmation statement made on 19 Dec 2025 with no updates
24 Dec 2025 · AP01
Appointment of Mr Matthew Charles Beesley as a director on 11 Feb 2025
24 Dec 2025 · TM01
Termination of appointment of Matthew Charles Beesley as a director on 11 Feb 2025
24 Sep 2025 · AP01
Appointment of Ms Samantha Alexander as a director on 17 Sep 2025
22 Sep 2025 · AP01
Appointment of Mr Eric Adler as a director on 17 Sep 2025
19 Sep 2025 · TM01
Termination of appointment of Patrick Macdonald Thomson as a director on 17 Sep 2025
19 Sep 2025 · AP01
Appointment of Ms Sasha Rebecca Wiggins as a director on 17 Sep 2025
19 Sep 2025 · TM01
Termination of appointment of Karen Denise Zachary as a director on 17 Sep 2025
28 Aug 2025 · AD01
Registered office address changed on 28 Aug 2025
17 Jun 2025 · AA
Group accounts made up to 31 Dec 2024
Showing the latest 20 of 312 filings. See the full history on Companies House
Accounting services for The Investment Association
From tax to payroll, find accountants who look after every part of The Investment Association’s finances.
Year-end accounts
Statutory accounts prepared and filed with Companies House on time, every year.
Corporation tax
CT600 returns filed with HMRC and tax planned so you only pay what you owe.
Payroll
Pay your team on time every month, with RTI submissions and pensions handled.
VAT & bookkeeping
Keep your books tidy and your VAT returns MTD-ready all year round.
Confirmation statement
Your annual confirmation statement checked and filed before the deadline.
Management accounts
Monthly or quarterly reports so you can see how the business is really doing.
More about The Investment Association
About The Investment Association
The Investment Association is a UK private company limited by guarantee based in London, registered at Companies House as company number 04343737 since 20 Dec 2001. Its listed activities include activities of other membership organisations not elsewhere classified. This page brings together its public record — directors, registered office, nature of business and filing history — in one easy place.
The Investment Association filings and compliance
Every UK limited company must file annual accounts, a confirmation statement and a corporation tax return each year. The Investment Association has 312 filings on record. Keeping on top of these deadlines avoids automatic penalties from Companies House and HMRC, which start at £150 for late accounts.
Looking for an accountant in London?
Businesses like The Investment Association often use a local accountant for year-end accounts, corporation tax, VAT and payroll. Compare fixed-fee, regulated accountants near London and get free quotes in minutes.
This page shows public information from Companies House. Director of The Investment Association?
The Investment Association – frequently asked questions
What is the company number of The Investment Association?
The Investment Association is registered at Companies House under company number 04343737.
When was The Investment Association incorporated?
The Investment Association was incorporated on 20 Dec 2001 as a private company limited by guarantee.
Who are the directors of The Investment Association?
Current officers are Jack Willoughby Knight (secretary), Mark Richard Beavis Versey (director), Kirstie Sarah Macgillivray (director), Gilou Joseph Pinto (director), Mark Thomas Fitzpatrick (director), Ann Prendergast (director) and 12 more.
What does The Investment Association do?
The company's registered nature of business (SIC) is 94990 – Activities of other membership organisations not elsewhere classified.
Where is The Investment Association registered?
The registered office address is 10 Norton Folgate, London, E1 6DB.
Is The Investment Association still trading?
According to its latest Companies House record the company status is active. Its most recent filing was appointment of Mr Richard Oldfield as a director on 23 Sep 2026 on 13 Oct 2026.