Investing Corporate Surplus cash – exploring the potential impact on IHT and CGT reliefs

Author Image Graeme Robb Senior Technical Manager
Last updated on 13th Apr 2021
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Investing Corporate Surplus cash – exploring the potential impact on IHT and CGT reliefs

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Understand the potential impact on IHT and CGT reliefs when investing corporate surplus cash.

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.