tax planning

Protecting your income

Protecting your Income

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 …

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Offset your investment losses

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 affect 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? Offset your investment losses against current gains to reduce your tax liability. …

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

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