Wealth Management
Retained profits are often overlooked as business assets and left in bank accounts typically generating very little return. These funds should be made to work as hard as possible, like every other asset in your business.
You may need help to think through:
- What's your objective for these funds
- How much capital is required to be accessible to meet unforeseen circumstances
- How much investment risk are you willing to take
- How long can your funds be invested
- What would you expect a reasonable return to be
- What are the implications for Entrepreneurial Relief
- How is Business Property Relief affected
If this sounds like you, then please get in touch to see how we can help.
Client Testimonials
“As our staging date for enrolling in the Workplace Pension Scheme approached we felt that as a small company we did not have the time or resources required complete the process. We contacted Cairn Independent Ltd and sought their assistance. Mr. David Cameron- Harper visited our offices and provided staff with a comprehensive introduction to the Scheme. He then took us through the process step by step ensuring that we understood what was happening at every stage. Cairn Independent Ltd continue to provide Kirkcaldy 4 All (Kirkcaldy’s Business Improvement Company) with first class service and support in every aspect of the Workplace Pension Scheme. We would certainly look no further than them for both financial support and advice.”
Bill Harvey, Manager, Kirkcaldy 4 All
