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.

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