Corporate Financial Planning Case Study

Financial planning for companies can be extremely effective.  Working with legal and compliant structures it is sometimes possible to assist a company with planning that can reduce taxation but also reduce some of the risk of doing business.  In this real life case you will see the possible benefits of planning for your business.

Company A was about to launch a new product.  During discussions in which the company outlined their plans, our very experienced adviser realised that this company had an opportunity to take advantage of corporate financial planning.  Our adviser worked with a fellow professional from a specialist tax consultancy to develop a plan for the company.  The plan resulted in the establishment of a new company alongside the existing company and the use of an international pension.  This was completed with NO disruption to their existing business.

The results are spectacular:

• Corporation Tax saving of MANY 10,000€s each year
• Capital Gains tax savings for the shareholders of hundreds of thousands of euros.
• Potential Income tax savings for directors
• Increased security for the shareholders by having two companies

This company has now won a major new contract.  As a result the value of the new financial planning will multiply in  future years.

This study shows:

• Major savings in tax are often available to companies and individuals
• To achieve these savings it is often necessary for professionals to work together
• Early planning can increase the possibility of savings
• An experienced adviser can be a very valuable asset

This case has been simplified to protect the identity of the company. 

For more information on corporate financial planning please click here

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