Investments

Individual Investments

We provide structures to facilitate tailored pension investments in private companies in both Ireland and the UK.

Pension investors with cash funds available who wish to support a start-up or existing enterprise, and generate a return on their investment, can make a loan to a private company. Both parties can benefit. The pension scheme receives interest and capital repayments on the investment and the company receives the funding it needs to grow the business. More pension investors are now choosing this type of investment.

One simple way to participate in this type of activity or investment is through the ITC Venture Bond. This helps to manage the legal, practical and logistical issues of investing in the small company chosen by the pension investor. We can also facilitate investments that fall outside the scope of the ITC Venture Bond.

Collective Investments

Through our unit trusts, we provide structures to set up collective pension investments in residential and commercial property.

The regulatory environment for collective investments has changed since the Alternative Investment Fund Managers Directive (AIFMD) was introduced. We have taken the lead in structuring investments to comply with its requirements.

The unit trust is a flexible, tax-efficient and secure way of holding property investments. Provided it meets regulatory requirements, multiple investors can use the unit trust to pool their money and invest together in property in Ireland or the UK. 

Please speak to your financial advisor or contact us for further information.