financial security

financial planner v financial advisor

Financial Planner, Financial Advisor, What’s the difference?

 “The best fund in the world won’t change your life, financial planning will” – Paul Armson.   Regardless of your financial state, everyone can benefit from taking stock, financially. Consider what you need to do to achieve better financial wellbeing… So, where do you begin? Talk to a financial advisor or a financial planner? What’s …

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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 …

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Keyperson protection

Protect yourself and your business against the loss of your keyperson

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 …

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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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People at work in office

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 …

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