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'Meet the Experts' – Corporate Investing

Personal Finance Society

Thursday, 24 May 2018 from 08:00 to 10:00 (BST)

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Chartered Connections Ended Free  

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Event Details

Chartered Connections Event | 24 May | Bristol


Join us for:


'Meet the Experts - Corporate Investing'




Thursday 24th May




Gloucestershire Cricket Club


The Brightside Ground, Nevil Road, Bristol, BS7 9EJ




A session with Andrew Green from Rockpool Investments on why lending to
UK businesses using cash reserves held in a company account should be a




 Learning Objectives:

  • The tax considerations for corporate clients - income tax, CGT and IHT
  • Considerations of excess cash within a trading company
  • Why consider investing corporate reserves
  • What solutions are available
  • Why lend to private companies
  • The risks of lending through a corporate structure

Speaker: Andrew Green, Head of Investments, Rockpool Investments LLP




Do you have questions about 'Meet the Experts' – Corporate Investing? Contact Personal Finance Society

When & Where

Gloucestershire Cricket Club
The Brightside Ground
Nevil Road
BS7 9EJ Bristol
United Kingdom

Thursday, 24 May 2018 from 08:00 to 10:00 (BST)

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Personal Finance Society

Our mission is to lead the financial planning community towards higher levels of professionalism, exhibited through ethical and behavioural standards, skill and technical knowledge to the ultimate benefit of the profession and the consumer alike.

The Personal Finance Society is a not-for-profit organisation with member-led governance.

Personal Finance Society website

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