Category Archives: Tax

How will investment markets react to Trump or Clinton as President?

The gap between the two candidates has all but closed as we fast approach the 8th November finish line. Markets will either rise, fall or stay the same immediately after the election. This short term ‘movement’ has always been unknowable … 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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Fears for sustainability of Irish Old Age Pension

A report published recently indicates that future Irish workers cannot be sure of receiving a State Pension in retirement. Continue reading

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Budget 2015-A snapshot of the important bits

A brief summary of the key budget facts. Continue reading

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TAX DEADLINE APPROACHING

Individuals who both pay and file their tax returns through the Revenue On-line Service (ROS) have until the 13th November 2014 to pay a pension contribution and elect to backdate the income tax relief into the 2013 tax year. Continue reading

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Money on deposit is just not making cents

The move by the European Central Bank to reduce its key lending rate to just 0.05pc this month means that Irish banks will keep reducing saving rates. 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

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Pensions & Tax Efficiency-Personal Pensions

SUMMARY Did you know that for every €1,000 you put into your retirement fund it actually only costs you €590 if you are paying income tax at the top rate. This guide on the benefits of using a Personal Pension … Continue reading

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Redundancy & Retirement Advice – Important things to consider

There are a number of key areas to consider when you are being made redundant or are considering retirement. Ideally you should take some independent financial advice to ensure that you consider all the options available to you. Continue reading

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Pensions are fantastic but there are Risks.

Pensions are a great way to make money in a very tax efficient way and will form a key part of your retirement planning however there are pitfalls and you need to know what things to avoid. Continue reading

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