Why Corporate Investments Make Sense

Against the backdrop of negative deposit rates, rising inflation and the prospect that interest rates will remain low for the foreseeable future, the real returns companies can get from holding cash can be negative.

In such situations companies could consider investing those surplus funds in a way that would generate a better return than that achievable on bank deposits.

People working paper

Only 25% Exit Tax payable

No close company surcharge

Higher long-term returns

corporate-inv-brochure-stats.png

Why now is the time to invest in corporate funds

As major lenders impose negative deposit rates, holding cash has become an inefficient use of companies surplus capital. With interest rate expectations set to remain low for some time, the real returns companies can get from their cash savings can be negative.

One step companies could take to boost their returns on capital and reach their financial goals is diversify their savings through investment solutions.

Why choose Irish Life for corporate investments

Useful documents and flyers for you and your clients

Product Guide

Signature at a glance

All you need to know about our Signature product including product information, commission options and fund choice
Flyer

Why corporate investments make sense client flyer

An overview, for your clients, of why now is the time to invest corporate funds.

Our short video outlines the tax and practical advantages for your clients of investing their corporate cash in a life assurance plan.

My portfolio builder cover

MyPortfolioBuilder

Discover MyPortfolioBuilder, the latest addition to our suite of broker tools.

Leverage the power of our new portfolio creation tool to build personalised, end-to-end client solutions online.

Tax

In these documents you will find all you need to know about the tax treatment of corporate investments.

Completing the paperwork

To help make completing the paperwork as easy as possible, we have put together the following documents