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.
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.