pensions

Couple relaxing while checking their investments

You lose some, you win some… Offset your investment losses against Capital Gains Tax

By Cleona Kinahan M.Sc CFP® QFA FLIA Did the Property crash in 2009 effect you? Have you suffered CGT losses in the past that you have forgotten about? Have you ever crystalised a loss on bank shares? Or any shares for that matter?   For so many clients, these losses are just a reminder of …

You lose some, you win some… Offset your investment losses against Capital Gains Tax Read More »

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 »

Scroll to Top