Once a healthy bank balance is created, retaining profits brings a sense of comfort against running costs and unforeseen situations. However excess cash deposits hold little chance of beating inflation, with interest rates on Business Accounts reducing to new lows.
Extracting cash balances from a business can often be unattractive due to the personal taxation that is incurred. Once the traditional routes for extracting cash have been exhausted (salary, dividends and pension contributions), cash generative businesses can be left with the headache of how to hold these monies.
If you are seeking Capital Growth, our corporate investment managers in Leicester, can build an investment portfolio under either an Advisory or Discretionary mandate, utilising appropriate wrappers to hold the investments as tax efficiently as possible.
Whilst investment of this nature should have a long term perspective in mind, our portfolios can be returned to cash within a 3 week timescale, without penalty.
We have over 30 years’ experience working with Accountancy practices and can work with your professional advisors to establish what profits are ring fenced and the subsequent solutions that can be installed.
“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”
“I have always found the quality of advice, technical knowledge and level of service is second to none. ”
“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”
“Boolers provided excellent advice when we needed it most.”
“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”
“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”