Company Investment

As profits increase, many company directors choose to keep the profits within the company to strengthen the balance sheet, protect the share value of the business and possibly to secure short-term borrowing. Our investment specialists can help your business create a strategy to achieve your corporate investment objectives more effectively.

Creating Your Bespoke Investment Strategy

We can help you to:

  • Simplify administration
  • Reduce tax on income and capital gains
  • Defer tax on income and capital gains
  • Secure control over the timing of any tax liability
  • Improve after-tax investment returns
  • Minimise investment risk.

We can incorporate many different types of investment, including bank and Building Society accounts, unit trusts, OEICs, life assurance policies and bonds.

Tax Considerations

The dilemma about what to do with cash in reserve is at the core of corporate tax and trust planning. Companies want to get a good return on their money, yet have a flexible planning system that lets them access their money when they need it. The taxation of some corporate investments has changed and now dictates that profits must be declared and subject to corporation tax on an annual basis. Therefore, it is important to identify the investments that will provide not only value, but also tax efficiency.

For more information about our services or to speak to one of our consultants, simply complete our enquiry form, send us an email or call our Cambridge office on 01223 357131 or our Norwich office on 01603 661156.