Why Pensions Still Make Sense

There are many reasons to start a pension and we have put together 6 keys points regarding pensions. If a pension is something you would like to know more about or would like to get started on, please contact us by clicking on Contact Us at the top of this page and we can discuss […]

Female Claim Statistics – An Insight

A recent article I read regarding claim statistics with Irish Life for females only made me think – do women have enough cover? Families in modern Ireland can often be very different from the traditional family structure and more often than not, both parents work, or can be self employed, single parent, or part time […]

Turn your company profit into personal wealth

So the Tax Return Pay & File deadline has now passed, but there are still ways to be more tax efficient that you can avail of by the year end One of the most attractive, tax efficient ways for company directors to extract profits from a company and turn them into personal wealth is to […]

Are you protecting your most valuable asset???…….Your Income!

Your biggest financial risk is being financially exposed if you are unable to work because of an accident or illness before your retirement age Without the right protection in place, the financial impact can be devastating We rely on our income to fund our lifestyle such as mortgage/rent, food, clothing, utility bills, car, holidays, children’s […]

2019 Budget Summary

Details of the 2019 Budget were announced in Dáil Éireann on Tuesday 9th October 2018, below is a summary of the main changes in the 2019 Budget which may have implications for you Small Reductions in Income Tax and USC: No changes in Income Tax rates and the main tax credits and allowances No changes […]

Inheritance Tax & Cohabiting Couples

Inheritance Tax & Cohabiting Couples – The Facts: Assets passing on death between married couples/civil partners are exempt from Inheritance tax BUT this exemption only applies in the case of ‘Legal Spouses’/Civil Partners ALL other couples are treated as strangers from an Inheritance Tax point of view where the threshold is currently only €16,250 Inheritances in […]

How Funds Work?

 If you would like to discuss further, please contact us through the options below Thank you, Karen