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In our ongoing series of Online Financial Planning Seminars, we discussed how to Protect your Family from Inheritance Tax. In this blog we will look at, what is Inheritance Tax? What type of inheritances are liable to Inheritance Tax? what Exemptions and Reliefs are available? how can I plan for Inheritance Tax and how does the tax apply to Cohabiting Couples? What is Inheritance Tax – Inheritance Tax comes under the Capital Acquisition Tax (CAT)

In our latest Online Financial Learning Seminar titled “How to Maximise your Tax-Free Income” we look at many aspects of tax from claiming tax free credits and reliefs to maximising your tax-free income upon retirement or using the Revenue online portal My Account to allow us manage our taxes in an efficient manner. Benjamin Franklin’s famous quote “in this world nothing can be said to be certain, except death and taxes” is very true whether

How to Protect your Family from Inheritance Tax Online Seminar, Tuesday, June 9th, 2020 at 11 am. CLICK HERE TO REGISTER Seminar Agenda: What is Inheritance Tax Is my family home or a second property liable to Inheritance Tax Cohabiting couples and Inheritance Tax  How much tax will my family have to pay How can I protect my family from having to pay Inheritance Tax The seminar presenter is Damien Hannigan QFA, RPA, CUC, CUG,

How to Maximise your Tax-Free Income Online Seminar, Tuesday, June 23rd, 2020 at 11 am. CLICK HERE TO REGISTER Seminar Agenda: • What Tax Free allowances and credits can I claim? • How do I claim tax free allowances and use My Account on Revenue.ie? • Why is Joint Assessment beneficial for married couples?  • How do I maximise my Tax-Free income at retirement age? Online Financial Advice – our fully online financial planning platform

Online Seminars for Credit Union Members and Staff CU Insured partners with your local Credit Unions will host a series of free online seminars for Credit Union Members and Staff, along with family and friends. The seminars can be watched from the comfort of your home or office through mobile phone, tablet or laptop and will last approx. 45 minutes. You can register now for the following online seminars: Thursday May 7th @ 4pm –

Bringing in the new year we never imagined a global health crisis was looming, none of us had any previous experience of living through a pandemic and the emotional stress trials and inconveniences that follow. With all the news reports on Coronavirus (Covid 19), we understand that this is a worrying time for you and your families.  We now know that the virus is not choosey in who it targets thus we need to be

The spread of the coronavirus COVID-19 beyond China to the rest of the world has caused a significant downturn in world economies and financial markets with many stock markets recording historical falls, followed by record recovery and continued volatility.Let us look at the importance of maintaining Pension and Savings contributions.At the outset it is important to acknowledge the difficult and challenging times many families have experienced through temporary or permanent job loss, making Pension and

Employees working from home can claim tax relief. This payment is to cover expenses such as heating and electricity costs.Revenue allows an employer to make payments up to €3.20 per day to employees who satisfy the conditions for the relief, without deducting PAYE, PRSI, or USC.If your employer pays you more than €3.20 per day, the payment will be taxable. Your employer must keep a record of payments made.You may instead choose to make a

As the COVID-19 pandemic continues to evolve, understandably there has been an increase in the number of queries with regard to coverage under Protection policies such as Life Assurance, Serious Illness Cover, Hospital Cash Benefit, Personal Accident Benefit. So to help reassure clients and answer questions for those who are considering putting a Protection policy in place to protect their family and income, we have put together this note with regard to what one of

Protect your Family and Income in the event of your untimely Death or illness! Simple Online or Phone Process – click here to schedule a free and no obligation phone or online consultation with our financial advisors                  Click here or on the “Schedule a Meeting” link on the top of this page to arrange a phone call or online meeting. Contact Sinead on 085 867 0066 or