Back to school time can be an expensive time for families each year with fees, uniforms, books, and activities at the very least! Now would be a good time to review household spending and look at your budget, below is a great budget planner you can use to help with that. Scroll down on the […]
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For a limited time, Zurich are offering pension customers under 35 a €100 bonus payment to kick start their pensions! Some choice you make in life have a huge impact on your future and starting a pension is one of those choices because it could help to ensure a brighter and better future for you […]
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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 […]
READ MOREWe would like to wish everyone a Merry Christmas & Best Wishes for 2019 Thank you, Karen Cantwell
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
READ MORE If you would like to discuss further, please contact us through the options below Thank you, Karen
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