Business owners | Making the most of company cash

Making the Most of
Company Cash

Don’t let surplus company cash sit idle — make it work smarter, tax-efficiently, and in line with your goals.

Key Benefits

  • Put company capital to work in a tax-efficient way.
  • Maintain flexibility for access or future extraction.
  • Reduce long-term exposure to tax and inflation
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Our
Approach

Successful businesses often build up reserves — but leaving excess cash in the company can mean it’s working harder for HMRC than for you. We help you explore efficient ways to deploy surplus funds, balancing access, return, and risk in line with your business goals and personal circumstances.

That might include corporate investment accounts, pension contributions, or short-term solutions that keep liquidity available for opportunities. We’ll walk you through the implications for corporation tax, business relief, and your future extraction strategy — always ensuring decisions are practical and clearly understood.

Our advice is grounded in evidence and tailored to you. The goal isn’t to overcomplicate — it’s to help you make better use of what you’ve earned, while preserving flexibility and control.

Independent advice, personal service, and no pressure.

Your first meeting is free. Why not get in touch to see how we can help you?

Empire House, Lewisham Road, Slaithwaite, Huddersfield HD7 5AL

Phone: 01484 810 601
Email: info@heritagews.co.uk
Our Location: Find Us

Information

We provide independent financial planning and investment advice to clients based in the United Kingdom only.

The content on this website is for information purposes only and should not be regarded as personal financial advice.
Investments can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future results.

Address & Registered Office: Empire House, Lewisham Road, Slaithwaite, Huddersfield HD7 5AL

Heritage Wealth Solutions is a trading name of Heritage WS Ltd and is a limited company. Registered in England and Wales number: 9448681
Authorised and regulated by the Financial Conduct Authority.

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