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Corporate investment planning

With smart planning, organisations can make more effective use of its surplus cash over the short, medium and longer term. Organisations may hold large sums of cash for several different reasons. There are some that hold cash because internal funds come handy when managers believe investment opportunities are immediate, whilst some remain cautious of uncertainties surrounding the availability of external finance in order to fund projects when they become immediate. Alternatively, there are many businesses that retain cash to mitigate taxes. At Simply Ethical, we help you achieve the right balance between preservation of capital, liquidity, growth and tax efficiency.

How we can help:

  • Advise commercial businesses on optimal investment strategy
  • Advise not for profit organisations such as charities devise a strategy that ensure greater efficiency of funds
  • Structure corporate investments to mitigate or eradicate tax on the income and growth of the surplus cash invested

For more information on how we can help in this area, please contact us.


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