O’Leary financial planning

Maximizing Returns: The Benefits of Corporate Savings for Business Owners & the 25% Tax Option

In the dynamic landscape of business ownership, planning for the future is essential. One often-overlooked aspect of financial planning for business owners is corporate savings.   Corporate savings represent a valuable tool for business owners seeking to enhance financial resilience, optimize tax efficiency, and secure long-term prosperity. Only withdrawals, surrenders, maturities, assignments, events every eight

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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?

The basic goal of estate and gift tax planning is to ensure that as much of your assets and property, whether they are gifted during your lifetime or bequeathed in your Will, are transferred with as little taxation consequences as possible.   With careful estate and tax planning, it is possible to minimize or even

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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. 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 your personal

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