Corporate Investments

Companies can find themselves in a position where they have relatively large sums of money held in company bank accounts. Reductions to corporation tax rates make the ability to defer tax more attractive and may encourage more company directors to retain profits in their companies, given the widening gap between corporation tax rates and personal tax rates.

Companies need to keep enough cash in readily accessible accounts to meet day to day running of their businesses. However, funds considered to be surplus to these requirements may be considered for investment, primarily to achieve a better return than their business bank account provides.

Important considerations when selecting an appropriate investment for corporate funds will include access, capital security, risk and the timeframe for the investment. Investment vehicles can include deposit accounts, onshore investment bonds, offshore investment bonds, and unit trust funds, each with different treatment for tax purposes. Please contact us if you would like to discuss the options available to you.

Past performance is not a reliable indicator  of future returns. You should be aware that the value of an investment can fall as well as rise and that investors may not get back the amount they invested.

Contact Us

Please fill in your details below and we will contact you as soon as possible

How this information is used

  • Your data will not be shared with third parties
  • You will only be contacted via the channels you have opted in to
  • Your data will only be stored for these purposes
 Tick this box if you would like to receive marketing telephone calls 
 Tick this box if you would like to receive direct mail marketing 
 Tick this box if you would like to receive marketing emails 
  *Indicates a field you must enter.
PFm Associates logo - click here to return to the homepage
click here to login
Chartered Financial Planners Image (Transparent Background)Address: Sir Peter Thompson House, 25 Market Close, Poole, BH15 1NE | Tel: 01202 673456 | Fax: 01202 672122


PFM Associates Limited is authorised and regulated by the Financial Conduct Authority.
'The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at .'
PFM Associates is registered in England and Wales, company registration number 03871403.
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
© Copyright 2019 PFM Associates All rights reserved.
Home | About Us | Wealth Management | Services | Contact Us | Cookie and Privacy Policy |
Powered By Intergage |