Business Investment Plan

If your business has cash reserves that are not intended for a specific purpose, they would be better used in an investment. An investment in a diversified portfolio would ensure capital appreciation, increasing those funds so that their value would not have been eroded by inflation.

Cash reserves invested through an endowment or other suitable vehicle mean you get tax efficient capital appreciation, and spread the risk by investing outside of your business. A great advantage to creating this type of investment is that it can be used as security against financing the expansion of the business.

If this investment is an endowment (or life insurance) policy, it will not attract estate duty, although terms and conditions do apply.

Contact us for assistance in setting up your business investment plan and helping you to make the best investment choices for your unique business circumstances.