Corporate Investments
When there’s surplus cash in a business, it’s vital to make sure it works as hard as possible to mitigate the effect inflation will have on its real value over time. Your Titan Wealth Financial Planner will help you consider your short-term cash needs and define longer-term financial goals, in order to identify the most suitable levels and options for investment according to your needs and goals.
Of course, it’s important to ensure sufficient, immediately accessible cash resources remain within a business to fund future cash-flow, projects, R&D and so on.
Once the available surplus has been established, there are a number of solutions that your Titan Financial Adviser may discuss, for example:
Gilt Portfolio
Suitable for short-term time critical investments where capital preservation is of paramount importance.
Corporate Investment Account
Funds are invested in accordance with the owners/director’s attitude to risk across a diversified portfolio of assets.
In addition, if you’ve sold your business in the last 3 years, proceeds could be re-invested tax efficiently in structures such as the Enterprise Investment Scheme (EIS) and Venture Capital Trusts (VCTs) if suitable for your circumstances. (Please note these involve higher risk).
Working in partnership
We believe it’s important to work together with your existing advisers, such as your company accountant, to review the merits and potential drawbacks of any of the solutions we might recommend, in order to achieve the best outcomes for you and your business.
Get in touch
To find out how you can make surplus cash work harder for your business, contact us to see how we can help.
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Business protection
Put in place the right levels of cover to safeguard your business against unforeseen challenges.
Business owner pensions
Assessing your options to form a strategy that works for you and your business.
For your people
Customised Employee benefits packages to suit your staff and business needs.
