inheritance planning

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 …

Financial Planner, Financial Advisor, What’s the difference? Read More »

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 …

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 »

Scroll to Top