Investment comes in many forms for the small business:
- Injecting capital into a small self-administered pension scheme to create a “loanback” facility and thus reduce dependency on their bank for future borrowing.
- Getting the best possible return on surplus cash within the business.
- Ensuring a sound investment return on the company pension scheme assets.
- Holding company assets in the most tax efficient manner and thus maximising any investment return.
Oval Financial Services brings an all embracing approach to advising the business owner.
Having access to a panel of top quality Discretionary Fund Managers to maximise investment returns is only part of our approach – equally important is our understanding of the various tax regimes applicable to the small business, the importance of cash flow and other key business factors and the range of challenges which face the business owner daily.
Our understanding of the business environment, combined with a willingness to work in conjunction with your existing professional advisers, makes Oval a natural partner for the business owner.
To find out more about Corporate Investment please contact us.