7 things business owners should do with surplus cash in their business

One of the most common things business owners ask me is what they should do with surplus cash within their business.

Ideally, you should have a strong cashflow plan and know what your business’s run rate is. Many business owners like to keep 6 – 12 months of funds in case of an emergency, held safely in a business savings account. This can help keep the lights on if something unexpected happens.

Over and above this emergency fund, many business owners find they still have surplus cash within the business that they’d prefer not to pay personal tax on.

If you have surplus cash, this free guide details 7 potential strategies that can help you make the most of your money as a business owner. Click the ‘Download’ button to get your free copy.

Speak to us at Cordiner Wealth

If you’d like to find out what the best options are for surplus cash in your business, please contact us at Cordiner Wealth.

We’re experts in helping business owners like you to make the most of your money.

Email us at hello@cordinerwealth.co.uk or call 0113 262 1242 to get in touch.

7 things business owners should do with surplus cash in their business


Cordiner Wealth is a trading style of TPFA Limited, which is authorised and regulated by the Financial Conduct Authority. FCA reference number 611188. Registered in England and Wales as a Limited Company No. 8453762. Registered address: 5A Harewood Yard, Harewood Estate, Leeds LS17 9LF

If our clients are not satisfied with the outcome of their compliance, they will have the right to refer it to the Financial Ombudsman Service, free of charge, at the Financial Ombudsman Service Exchange Tower, London E14 9SR, or by going to their website www.financial-ombudsman.org.uk.

The value of investments and the income from them can go down as well as up, so you could get back less than you invested. In the investment world, the past is not a reliable guide to the future.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change, content of the website may not reflect the latest changes.

Cordiner Wealth is not responsible for the content of external links.

Book an appointment today

We understand that everyone has different needs. Which is why we want to let you know that we’re happy to meet clients both remotely and face-to-face, whichever is easiest for you.

Click here to make an appointment face-to-face

Click here to make an appointment remotely