personal insurance

Calculating stock market fluctuations

Inheritance Tax Planning

Anyone who owns property or other assets should make a Will. A Will ensures that your assets are distributed according to your wishes but also, and maybe 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 that your personal representative, often a …

Inheritance Tax Planning 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 »

Protect your business against the loss of its most crucial assets, your key people.

You’ve built a successful business, that’s supporting your family and providing you with a pretty good lifestyle. You’re proud of what you’ve achieved and are looking at further growth and possible expansion in the future. So what happens to your business if things don’t go to plan? You don’t think twice about insuring your business …

Protect your business against the loss of its most crucial assets, your key people. Read More »

Scroll to Top