Corporate
Offerings
Corporate
Offerings
Clients often seek guidance on the most effective ways to extract business profits, implement tailored investment strategies, and protect their companies to secure long-term financial stability and growth.
Extraction of Profits
Pension provision, within permitted Revenue funding limits, represents one of the most efficient means for executives to extract business profits and to develop personal wealth accumulation.
Aurelia Financial Planning Solutions can advise on the scope for such funding and how to implement within an efficient cost and investment structure.
Investment Services
Otherwise, faced with significant taxation on distribution of profits, many Irish businesses elect to retain net profits in the business (or transfer to a personal holding company) rather than distribute. In doing so, retention of profits provides the opportunity for enhanced capital appreciation.
However, the initial decision to retain profits should be supplemented by an appropriate investment strategy, a core element of which aims to minimise both corporation tax and close company surcharge on corporate investment returns.
Aurelia Financial Planning Solutions provide advice on implementing an appropriate investment strategy, reflecting the risk objectives of the business owners, and doing so in the most cost and tax efficient structure.
Protection
To safeguard the finances and in turn the continuity of a business, protection can be warranted to compensate for a loss of earnings associated with the illness or death of a proprietor or director. Protection may also be beneficial in enabling the transfer of a business to the next generation in such circumstances.
Aurelia can advise on how best to structure such protection.
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Financial
Planning
We provide a comprehensive customised approach to financial planning by considering our clients’ individual circumstances, needs and goals.
Retirement
Planning
We aim to support and guide clients through the decision-making process on the various areas and complexities of pensions and retirement planning to ensure for a secure and comfortable retirement.
Investments
Clients often seek assistance with developing a personalised investment strategy based on factors such as risk tolerance, time horizon, and financial objectives to determine the right mix of asset classes to optimize returns and manage risk.
