Regular & Lump Sum Investments

The current interest rate environment presents a real challenge for investors (both personal and corporate), as traditional “low risk” assets, such as cash deposits are likely to cause investors to suffer a loss of purchasing power, due to inflation, over the medium to long-term.

Corporate clients

In an environment of low deposit rates, companies are faced with considering alternative investment asset types to achieve higher returns on their corporate funds. There are a number of options open to them such as investing through gross-roll up funds. The benefits of these include: –

  • a large range of investment funds (equity, property and bonds)
  • an investment gain may be exempt from the close company surcharge, and
  • tax on any gains within the plan is deferred until a chargeable event or every eight years.

Whether you are a personal or corporate investor we recognise that you have unique requirements. We provide a service which is focused specifically on your attitude to risk, your investment goals, your investment term and your financial circumstances.

On the basis of this information, we provide a detailed recommendation and suggest an investment strategy which is specific to you and your business needs.

Dublin: +353 (0) 1 205 5600
Drogheda: +353 (0) 41 983 7660