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 …
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 …
When it comes to protecting yourself and your family the most important thing is to get the facts and take the mystery out of your financial protection once and for all. Most people are surprised at how financially exposed they are and the right life insurance policy at the right price can be critical at …
The Top 5 Myths of Life Insurance (and how not to get caught up in the hype…) Read More »
You can’t manage what you don’t measure. This statement is true for any aspect of your life, but none more appropriate than your finances. Talking about your finances can help people to make better informed financial decisions, feel less stressed, & more in control Do you need to start saving a little bit more? …
Read more about Financial Planning for Women through different stages of their life to find out how you can improve your money management & start your financial plan. Click on the headings below for more detail. We all need to keep sight of what’s important. The financial choices you make should be determined by …
Financial Planning for Women Through Different Stages of Their Life Read More »
Professionals are Failing to Protect their Biggest Asset; Themselves! With years of education behind them, and years of earning potential in front of them, professional individuals are a valuable commodity. But why are so few protecting themselves – financially? Many professionals are self-employed, adding another layer of financial responsibility to the equation. Despite their significant insurance …
Passing on wealth can be a sensitive subject not only because of the financial complexities but also the family emotions and politics it might drag up. In 2020, Revenues net receipts from Capital Acquisitions Tax (CAT) were €505 million. €430 million of this was made up of Inheritance Tax and €71 million was made up …