Company Investing
An area which is often overlooked by other financial planners, investing monies held in company accounts is a key part of planning undertaken by our expert corporate team at Markland Hill Wealth.
In the same way we plan a growth or income strategy for individuals, we can tailor an investment portfolio for a business. This will likely involve calculating the amount of working capital needed for a business and then assess what kind of funds need to be held by the business for specific circumstances like tax payments, reserve funds and succession planning.
Taxation of companies means we can utilise different rules and allowances than the ones used for individuals. There isn’t an option to invest in a company ISA, but we can research the following vehicles to plan for an increase in opportunities for our corporate clients:
Pensions
Onshore bonds
Offshore bonds
Company Investment Accounts
Trust Investments
Structured Deposits
Structured Products
Family Investment Companies
In addition to this, we have vast experience in helping companies extract profits tax efficiently, and also get better interest rates on all levels of company cash.
Whether the company is incorporated or not, there are options to grow and extract the cash in your business tax efficiently.