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...

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...

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...

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...

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...

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...

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...

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...

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...

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...