Because SMEs don’t have the advantage of an investment department who handle all their investing for tax efficiency, we can advise them on effective ways to invest that suit their specific accountancy strategy and business plan. Our corporate investment specialists can work with company directors, finance directors and/or accountants to come up with an investment strategy tailored to your business’s needs and situation.
Obviously, tax in this area is complicated and the variety of allowances and reliefs available to businesses mean that trying to understand it all as a business owner is difficult and time consuming. That’s why we do the work for you so you can focus on running the business while our experts manage existing investments or help your business to start investing for tax efficiency, additional income and security for the future. We can help businesses build investment portfolios that suit their preferred level of risk and what they are looking to achieve primarily with their investments. Businesses may also want to invest in certain areas or industries for various reasons and we can facilitate that too.
When advising business owners on the investment choices for their businesses, we don’t just go through the tax implications in detail, we also ensure they understand the level of risk they are undertaking because all investments carry the risk that their value could go down as well as up and you could end up with less than you invested. However, different portfolios carry different risk levels so we talk through all that to establish if you would rather opt for a portfolio with the potential for higher returns but greater risk or would prefer one with less dramatic returns but a lower risk. Whichever option you choose, we endeavour to help you put together a portfolio that is diversified enough to minimise the risk at whatever level.
Risk Warning: The value of units can fall as well as rise, and you may not get back all of your original investment & Tax planning advice is not regulated by the Financial Conduct Authority