Regular and Lump Sum Investments
In an environment of low deposit rates, companies are faced with considering alternative investment asset types to achieve higher returns on their corporate funds.
Why LHK Financial
In an environment of low deposit rates, companies are faced with considering alternative investment asset types to achieve higher returns on their corporate funds.
There are a number of options open to them such as investing through gross-roll up funds. The benefits of these include:
- a large range of investment funds (equity, property and bonds)
- an investment gain may be exempt from the close company surcharge, and
- tax on any gains within the plan is deferred until a chargeable event or every eight years.
Whether you are a personal or corporate investor we recognise that you have unique requirements. We provide a service which is focused specifically on your attitude to risk, your investment goals, your investment term and your financial circumstances.
On the basis of this information, we provide a detailed recommendation and suggest an investment strategy which is specific to you and your business needs.
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