retirement planning

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 …

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Investing & Saving your money

“The quickest way to double your money is to fold it in half & put it back in your pocket”

Not a bad mantra if you want to start saving, but what then?  What are you saving for? Why are you saving? There’s no point in having money if you’re not going to spend it at some stage. Money doesn’t buy you happiness, but neither does being broke! So where do you begin?   What …

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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 »

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