What are Company Investment Accounts? Ltd Company Investment Accounts allow our company directors to invest long-term capital stuck in the company. Some use these as they cannot extract any more money into pensions or dividends/salary. Others use them to guard against long term inflation.
Why do we do it? To create growth and/or protect long term company money.
What benefit does this provide? Sometimes our charities need to invest endowments/bequests within the company structure.
What do we need from the client? Engagement.
What will we produce? A suitability report and set up and maintain the investment account.
What tools do we use? As per our investment analysis tools.
- FE analytics – a robust database and analysis tool containing most funds’ historical data. We use this to show how your current portfolios would have fared through time and how we can help improve them.
- Morningstar – we use model portfolio services from leading investment houses for most of our clients. Morningstar allows us to compare the long-term performance of these investment houses against one another. It forms a critical part of our central investment proposition research.
- Dynamic planner – allows us to risk map your existing portfolios to our risk yardstick, showing us if the portfolio meets your risk expectations and suits your goals and investment preferences. It also allows us to run psychometric tests with you, to help us establish your risk preferences, capacity and ability to take risks, and ethical choices. The tool works as both an analyser and a discovery tool. It also allows us to scour the market for the most appropriate custodians/platforms to house your assets.