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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