Corporate Investment

While all businesses would rather have surplus cash than not enough, maintaining these reserves without a corporate investment strategy can lead to paying more tax.

When a company builds up surplus (taxed) profits as cash reserves, the interest it generates is also taxable, despite the fact that it results from income that has itself already been taxed.

Because no-one wants to end up paying more tax than they have to, an option that might be considered is to ensure that any surplus cash is invested in an appropriate, tax-efficient manner.

Milsted Langdon Financial Planning can help your business invest surplus cash reserves in such a way as to benefit strong growth potential with a controlled risk, tax efficient environment, with a greatly reduced administrative burden.

Because the best interests of your business is our priority, we offer completely independent advice on a wide range of corporate investment options based on your company’s financial position.

To find out how we can help you in this respect, please contact our specialist advisers.

Meet the team:

Our Financial Services Team

Independent Financial Adviser
Joe Seviour
Chartered Planner and Compliance Director

Our Financial Planning Team

Financial Services Managing Director
Andrew Hennah
Independent Financial Adviser
Dougie Cook
Independent Financial Adviser
Independent Financial Adviser
Ellen Hyslop
Independent Financial Adviser
Independent Financial Adviser
Independent Financial Adviser
Independent Financial Adviser
Independent Financial Adviser
Simon Richards
Independent Financial Adviser
Independent Financial Adviser
Independent Financial Adviser
The Pension Transfer Gold Standard aims to give consumers confidence that they are working with expert pension advisers that are guided by a set of principles. These principles guide us to ensure any pension advice we undertake for our clients is the highest quality.

Milsted Langdon Financial Planning is a trading name of Financial Planning for Professionals Limited which is an Appointed Representative of Milsted Langdon Financial Services Limited which is authorised and regulated by the Financial Conduct Authority.


Financial Planning for Professionals Limited: Registered in England. Registered No. 7022172. Registered Address: Winchester House, Deane Gate Avenue, Taunton, TA1 2UH. Milsted Langdon Financial Services Limited Registered in England. Registered No. 3953890. Registered Address: Winchester House, Deane Gate Avenue, Taunton, TA1 2UH.

Milsted Langdon Financial Services Limited is entered on the FCA Register No 126457 at register.fca.org.uk