How To Invest Via Your Ltd Company with Luke Hurley and Anick Sharma [CPD Available]

Dentists Who Invest Podcast

Get your free verifiable CPD for this episode here >>> https://www.dentistswhoinvest.com/videos/how-to-invest-via-ltd-company-with-luke-hurley-and-anick-sharma

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Are you a dentist looking to grow your wealth? You can connect with Luke and Anick here: https://www.viderefinancial.com/contact

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Got extra cash sitting in your dental company? Leaving it there means inflation eats away at it but taking it out comes with a hefty tax bill. So, what’s the smart move?

In this episode, financial pros Anick Sharma and Luke Hurley break down how to invest through your Ltd company — covering intercompany loans, holding companies, and whether property or stocks are the better bet.

If you’re a dentist looking to make your company’s money work harder, this one’s for you. Tune in.

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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

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Chapters

1. Tax-Efficient Investment Challenges (00:00:00)

2. Free Verifiable CPD Announcement (00:00:59)

3. Is Now the Right Time to Invest? (00:01:39)

4. Corporate Structure Options Explained (00:03:48)

5. Property vs Stock Market Investments (00:11:00)

6. Investment Decision Framework (00:14:50)

7. Platform Selection and Implementation (00:21:29)

8. Q&A on Crypto and Limited Companies (00:29:39)

9. Family Investment Companies Considerations (00:43:35)

10. Final Thoughts and Recommendations (00:48:57)