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Inheritance Tax on Pensions – How to make sure your Spouse gets your Pension Tax-Free if you pass away.

Inheritance Tax on Pensions – How to make sure your Spouse gets your Pension Tax-Free if you pass away.

by Michael Coburn | Mar 29, 2023 | PRSA, Tax Planning

      Inheritance Tax on Pensions – How to make sure your Spouse gets your Pension Tax-Free if you pass away. Recent changes in the Finance Act December 2022 now mean a PRSA Pension is the better way to structure your Pension so that your Spouse inherits your...
How Can Business Owners Ensure €50,000 of Income Each Year in Retirement?

How Can Business Owners Ensure €50,000 of Income Each Year in Retirement?

by Jim Doyle | Jan 25, 2022 | Company Pension, Tax Planning

  How these business owners plan to have €50,000 income each year for the rest of their lives. Sean (age 48) and Mary (age 48) are married. They have 2 children, and they own their company 50/50. They have both worked in their company for the last 15 years. Their...
How this Business Owner pays ZERO TAX on profits in his company

How this Business Owner pays ZERO TAX on profits in his company

by Jim Doyle | Nov 25, 2021 | Pension, Tax Planning

How this Business Owner pays ZERO TAX on profits in his company Usually there is 12.5% tax payable on profits in your company. See how this business owner pays 0% tax in their company.  CASE STUDY Larry, age 51, and his wife Mary, age 49, own a company and they each...
Inheritance Tax on Pensions – How to make sure your Spouse gets your Pension Tax-Free if you pass away.

How To Transfer Wealth To Your Children & Protect Their Inheritance & Gift Tax Thresholds

by Michael Coburn | Nov 8, 2021 | Tax

How To Transfer Wealth To Your Children & Protect Their Inheritance & Gift Tax Thresholds Transferring your wealth to your children can be a frustrating process for business owners who find themselves in a position where they are financially secure and want to...
How This Business Owner Paid ZERO Income Tax on his Rental Income

How This Business Owner Paid ZERO Income Tax on his Rental Income

by Michael Coburn | Oct 5, 2021 | Tax, Tax Planning

How This Business Owner Paid ZERO Tax on his Rental Income Case Study: James, age 56, is a business owner with a salary from his company of €80,000 per annum. He also has rental profits of another €28,000 in 2020. He had an income tax bill to pay before the end of...
Can I Take A Lump Sum From My Pension Tax Free?

Can I Take A Lump Sum From My Pension Tax Free?

by Michael Coburn | Jul 23, 2021 | Pension Access, Tax

Can I Take A Lump Sum From My Pension Tax Free? You can usually take up to 25% of your pension fund as a lump sum, of which the first €200,000 is tax free. For example, if you had a pension fund valued at €500,000 then your lump sum would be 25% of €500,000 =...
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