Tag Archives: Inheritance tax

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

Advertisements
Posted in Pensions, Protection, Tax, Wealth | Tagged , , , , | Leave a comment

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

Posted in Cork, Deposits, Financial Services, Investments, Life Assurance, Pensions, Protection, Retirement Planning, Savings, Serious Illness, Social, Wealth | Tagged , , , , , , , , , , , , , , , ,