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Arranging adequate business protection ensures the necessary funds end up in the right hands at the right time, helping to preserve the continuity of your business. Businesses ensure they attract the right people for their company by offering a competitive salary, excellent benefits, a pension plan, etc. To ensure a key employee does not […]
Read MoreThe U.S. stock markets had the worst day of the year yesterday, Monday 5th August, reacting to news of escalating trade issues with China and fears of an economic slowdown. After the Dow closed down 767 points, investors were understandably nervous. However, this morning saw markets rebound as China took steps to ease the currency […]
Read MoreSome of the key questions for any company director or business owner to consider include; to what degree do you expect the business to form part of your assets? How do you view your business in the context of your overall financial goals? Many small business owners are often too focused on growing and […]
Read MoreAnyone who owns property or other assets should make a Will. A Will ensures that your assets are distributed according to your wishes but also, and maybe more importantly, your family is spared a complicated and drawn-out administration of your estate as set out by the Succession Act 1965. Dying intestate (without making a Will) means that your personal representative, often a […]
Read MoreBy Cleona Kinahan M.Sc CFP® QFA FLIA No matter what type of savings or investment account you have your money in chances are you’ll be liable for some level of tax on any gains made on your investment – Dirt; Stamp Duty; Capital Gains Tax; Exit Tax. Whether you think of yourself as an Investor […]
Read MoreAre you aware that the person receiving the gift may be subject to Capital Acquisitions Tax (CAT)? If you want your beneficiaries to avoid a hefty tax liability, should you decide to pass on your assets during your lifetime, you can set up a Section 73 Savings Policy, recognised by Revenue, to pay this […]
Read MoreIrish companies which are “close” companies are liable to pay a 20% surcharge each year on any investment income (or deposit income) which is not distributed. A “close” company is a business which is controlled by 5 or fewer participators (i.e. a person who has an interest in the income or capital of a […]
Read MoreWhat’s a “Bear Market”? A bear market happens when widespread pessimism leads to falling stock prices. During a bear market, prices tend to fall by a significant amount over an extended period of time which, according to the Wall Street rule of thumb, is usually when stock prices fall by 20% or more. This is […]
Read MoreAll content provided in the above blog posts is intended for information purposes only and should not be interpreted as financial advice. You should always obtain your own independent financial and legal advice based on your own particular circumstances, before entering any financial contract.