tax relief

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 »

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 …

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

Covid-19 reliefs update from Mr. Tax

There is hardly any industry unaffected by the spread of Coronavirus and everywhere is feeling the effects of consumers not spending. However, there is help at hand from government to alleviate some of the burden. The above information is courtesy of Mr. Tax – http://mrtax.ie/ 

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 »

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 »

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