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Is your Company’s financial year end on the 31st December?

Is your Company’s financial year end on the 31st December?

Are you aware that you can maximise your pension whilst minimising your corporation tax bill? Is your Company’s financial year-end 31st December? Are you are a business owner or company shareholder? If so, you can reduce your assessable profits by making a contribution to your pension prior to your company’s year-end. This in turn reduces …

Is your Company’s financial year end on the 31st December? Read More »

Ethical investments

Ethical Investments

Investment priorities are changing. With growing concern over climate change, worker’s rights, and greater sustainability, the need for alternative environmental and socially conscious investment opportunities are greater than ever. Once seen as a niche investment strategy ethical investing has become much more acceptable to investors in recent years. Central to any investment is a profitable …

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Inheritance Tax Planning

Anyone who owns property or other assets should make a Will. Having an up-to-date Will means your assets will be distributed according to your wishes. 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) …

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Are you planning to give a gift of money or other assets to someone other than your spouse or civil partner in the future?

Are 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 …

Are you planning to give a gift of money or other assets to someone other than your spouse or civil partner in the future? Read More »

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