Corporate Investment

INVEST WITH CONFIDENCE

As your financial planning partner, we can give you the clarity and confidence to make sound investment decisions, helping you achieve your business goals while managing risk. Corporate financial investment is complex and requires advice you can trust. We are seasoned experts, continually seeking out the latest knowledge and accreditation in our fields. Our expertise covers shareholder agreements, shareholder protection, key person insurance, corporate investment and commercial mortgages. And we can help you with the practical issues, such as maximising funds on deposit, the tax implications of business profit extraction, pension planning and the tax implications of employee benefits.

If you’re thinking about buying or leasing property we can help you make financing decisions that are tax-efficient, flexible and focused on your goals. We can do the same when you’re financing assets — from engineering equipment in a factory to upgrading your computer system.

We believe in paying taxes, but we may still be able to reduce your tax burden in an ethical way, working with your accountant on tax planning.

Please Note: The value of pensions and investments can fall as well as rise, and you could get back less than you invested