Category Archives: Protection

A Different Era

The fitness levels on display in the last Sunday’s All Ireland final once again had us in awe. Similarly, when I watch Rugby and many other sports I marvel at the speed, strength and athleticism of today’s players. Matches have … Continue reading

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The inheritance tax trap

Leaving assets to children through a Will, can often trigger a liability to Capital Acquisitions Tax (CAT). In recent years, the CAT thresholds between parents and children have decreased dramatically and the tax rate has increased to 33%. Continue reading

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Depositors Beware-EU to set up a bank “Bail-In” system!

A political agreement was reached on Wednesday 11th of December by parliament and Council Presidency negotiators for a draft bank recovery and resolution directive, this is the first step towards setting up an EU system to deal with struggling banks.

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Budget 2014 – Pensions, Inheritance Tax and Saving

Pensions The good news is that the tax incentives supporting pension planning remain Good news #1: Marginal rate income tax relief retained on pension contributions Good news #2:  No changes to the €200,000 tax free retirement lump sum limit Good … Continue reading

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Safeguard Your Pension

Recently we have seen episodes that have made people’s financial lives suffer approaching their retirement. Two particular episodes have made recent headlines: • Private U.K. pension company ‘Equitable Life’ has effectively gone out of business. Estimated total losses for the … Continue reading

Posted in Cork, Deposits, Financial Services, Income Protection, Investments, Life Assurance, Pensions, Protection, Retirement Planning, Savings, Serious Illness, Tax, Uncategorized, Wealth | Tagged , , , , , , , , , | Leave a comment

Protecting What’s Important

Click on the link below to view our video http://www.completefinancial.ie/videos

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Defined Benefit (DB) Pension Schemes – Do I Stay or Do I Go?

If you have a preserved pension you have the option of taking a transfer value from a DB scheme. They question you need to ask yourself is “Do I stay or Do I go?” Below is a commentary post from … Continue reading

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Your Last Chance to REVIEW & SAVE MONEY on your Protection Policy

Take advantage of a 10% PREMIUM DISCOUNT available for new policies submitted before the end of June. ONLY TWO WEEKS REMAINING TO SECURE YOUR LOWER PREMIUM. New improved Serious Illness Protection also launched from four companies within the last 12-18 months. … Continue reading

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Making insurance less sexy

As many of you know, from December 21 2012, the use of gender in calculating insurance premiums across Europe will be abolished. This means that when the unisex rates are applied, income protection for men and life cover for women is set to become more expensive. Continue reading

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COMPLIMENTARY INFORMATION SESSION – FOR EARLY RETIREMENT / REDUNDANCY

Do you know anyone who has or is been made Redundant? If so pass on this invitation to them, it will really help them manage this difficult situation. Continue reading

Posted in Investments, Life Assurance, Mortgages, Pensions, Protection, Retirement Planning, Tax | Tagged , , , , , , , | Leave a comment