financial wellness

Calculating stock market fluctuations

The only people who get hurt on a rollercoaster are the ones who jump off…..

By Cleona Kinahan M.Sc CFP® QFA FLIA   What does the coronavirus mean for Investors Stockmarkets across the world continue to tumble as governments struggle to contain the spread and impact of the coronavirus. This is having a significant impact on the value of investments & pensions if they are linked to these markets. So, …

The only people who get hurt on a rollercoaster are the ones who jump off….. Read More »

Business Strategy Meeting

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?   If you are a business owner/shareholder and make a contribution to your pension prior to your company’s year-end, this will reduce your assessable profits which in turn reduces your Corporation Tax bill.   Every business owner grapples with ways …

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

Business Strategy Meeting

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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