Attention companies seeking tax efficiency and the potential of a better return

Many Irish companies do not know that a savings or investment policy may offer them great tax efficiency and the potential for higher returns than deposit accounts.

Furthermore, companies that are aware of the tax advantages are twice as likely to consider a savings or investment policy.

1 in 8 companies acknowledging that the company surcharge on undistributed income will cause a lot of problems when planning their finances.

Close to a quarter of companies would consider investing in a life assurance savings and investment product instead of a bank deposit account.

With €45.6 billion sitting in corporate deposits in December 2016**and  68% of companies dissatisfied with the rate of return on bank deposits*

Five reasons to talk to Nelson Life about Savings, Investment & Deposit Solutions

  1. Tax efficiency

  2. Flexible product structures

  3. Simple and clear charges

  4. Easy access options

  5. Access to funds from multi award-winning, world-class fund managers to give your money the potential to work harder

With access and the security offered by the company/institution are the most important factors for companies when considering investment options*, easy access savings and investments solutions from Nelson Life may the right solution for companies searching for the potential of a better return with a trusted brand.

* Source: B&A business barometer research undertaken for Aviva (survey of 350 business owners between 27 October and 10 November 2016).

** Source: the Central Bank to 31 December 2016.  Corporate deposits based on Irish private sector deposits for non financial corporations.

Want to know more? We are available to discuss your options, and we look forward to hearing from you.

Our job is to help you choose a product and structure that will help you meet your goals.

telephone | 091441188 and/or email | office@nelsonlife.ie

RETIREMENT & PENSIONS |  INVESTMENTS | FINANCIAL PLANNING | LIFE INSURANCE

Nelson Life Limited trading as Nelson Life is regulated by the Central Bank of Ireland.

WARNING: Past performance is not a reliable guide to future performance. WARNING: The value of your investment may go down as well as up. WARNING: You may lose some or all of the money you invest. WARNING: These funds may be affected by changes in currency exchange rates. WARNING: If you invest into this product you will have access until you retire (Pension Products). WARNING: The above content does not constitute investment advice, as it does not take into account the investment objectives, knowledge and experience of financial situation of any particular person. Prospective investors are advised to make their own assessment of the information contained herein and to obtain professional advice suitable to their own individual circumstances. WARNING: The information contained in this document is based on our understanding of current tax legislation and the current Revenue Commissioners interpretation thereof and is subject to change including retrospectively without notice. This is intended as a general guide only and is not a substitute for professional tax, legal and investment advice. 

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