In some circumstances your company may accumulate surplus cash that you do not wish to distribute by way of dividends or can’t be reinvested in the business.
We provide advice based on a company’s objectives for the surplus funds and it may be that considering investment options would be beneficial to generate a better return than currently achievable on a bank deposit account. We take into consideration tax implications, desired return and appetite for risk to recommend the best solution for your company.
The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.