Corporate Savings
Tax Efficient Savings for your Business.
There has never been such choice and opportunity available to investors in terms of plan types, risk levels and fund choices.
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 Savings
How long should I invest for?
The typical advised minimum holding period on any investment is 7 years. You need to allow for working capital expenses.
Corporate Savings
Some key features of Corporate Savings are:
Lower exit tax rate of 25%
Flexibility of contributions to compliment your day to day business needs.
Targeting your future retirement/entrepreneurial relief goals and exit plan.
Corporate Savings
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.
