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Welcome Credit Union Members

Online Financial Learning Seminars

Online Financial Learning Seminars

How Pensions Work

How Pensions Work Online Seminar, Tuesday, July 14th, 2020 at 11am via Zoom online conferencing.

Seminar Agenda:

  • What are the different types of Pensions?
  • How much tax relief do I get on my pension contributions?
  • What impact do charges have on my pension?
  • What Pension Income and Tax Free Lump Sum will I receive at retirement?
  • How much tax will I pay on my pension income at retirement?

How To Maximise Your Tax Free Income

How to Maximise your Tax-Free Income Online Seminar, Tuesday, July 28th, 2020 at 11am via Zoom online conferencing.

Seminar Agenda:

    • What Tax reliefs and credits can I claim?
    • What are the common reliefs and credits are not claimed?
    • How do I use My Account on Revenue.ie to manage my tax?
    • Why is Joint Assessment beneficial for married couples?
    • How do I maximise my Tax-Free income at retirement age?

How To Protect Your Family From Inheritance Tax

Inheritance Tax 2

How to Protect your Family from Inheritance Tax Online Seminar, Tuesday, June 9th, 2020 at 11am via Zoom online conferencing.

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

How to Maximise your Tax-Free Income

How to Maximise your Tax-Free Income Online Seminar, Tuesday, June 23rd, 2020 at 11am via Zoom online conferencing.

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?
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