Corporate investments
Tax Efficient Investment for your Business.
Leverage your Company funds to build your future wealth.
Corporate investments attract a lower tax rate of 25% compared to the higher individual exit tax rate of 41%, making them extremely tax efficient. This can help you to build up your company funds/assets and leverage your exit planning with a view to targeting available future reliefs such as Entrepreneurial Relief or Retirement Relief.
Corporate investments
How long should I invest for?
The typical advised minimum holding period on any investments is 7 years. The longer you are willing to invest for, the greater the potential for positive growth of your investment.
Corporate investments
Key considerations
Some key features of Corporate Investments are:
Lower exit tax rate of 25%
Wide range of investment options and asset classes.
Targeting your future retirement/entrepreneurial relief goals and exit plan.
Corporate investments
A Corporate Investment may suit you if:
You are willing to hold your investment for a minimum of 7 years.
You have sufficient funds in your business set aside for cash flow and working capital.
You are comfortable in taking some risk in pursuit of returns.
We offer a comprehensive suite of services to cater to various aspects of a client’s needs.
