How Can Pension Planning Help Me Transfer Company Wealth To Private Ownership?
Are you a business owner looking to transfer company wealth to private ownership? If so, at some point you will turn your attention to one important issue; how to turn company cash into private ownership in a tax efficient manner. Transfering company wealth into...How Much Inheritance Tax Will My Children Have to Pay?
Recent research conducted on behalf of Irish Life found that many people in Ireland intend to leave significant estate values as an inheritance, but often have little understanding of the potential inheritance tax implications (also known as CAT – Capital Acquisitions...
With Deposit Interest Rates at a record lows what investment options exist for your Business or Personal Cash?
Deposit interest rates have been at record lows for quite some time now, with little sign of a meaningful interest rate rise on the horizon. Many businesses and individuals have cash sitting in deposit accounts and are looking for alternative investment options,...
Transfer Pension From UK To Ireland – QROPS
If you have a Pension in the UK with a previous employer but are now resident in Ireland, is it possible to transfer your pension from The UK to Ireland? There has been a marked increase of late in queries from clients looking to find out what options are available to...
Can I Take My Pension Early Due To Ill Health?
I was recently asked this question by a business owner in his late 40’s. He was fortunate enough to have built up quite a large pension fund and he assumed that in the event of becoming ill and unable to work that he could access his pension early. So, is this...
Self-employed at 60 – accessing your Personal Pension & Continue working?
Self-employed at 60 – can you access your Personal Pension and continue working? Most self-employed people may not wish to retire completely but instead would like to slowly reduce their working hours over a period of time. However, this reduced working time...
Shareholder Protection: What happens if my business partner passes away?
Shareholder Protection Shareholder protection is a vital form of contingency planning. The death of a Shareholding Company Director can have serious implications for the business and for the families involved. This event can cause immediate financial hardship for all...
Financial Market Update 03/07/2018
Financial Market Update 03/07/2018 – Investment Advice Equity Markets (Local) Level 1 Day % Month to Quarter to Year to 1 Year Date % Date % Date % Ago % Euro Stoxx 50 3,392 -0.69% -0.7% -0.7% -1.2% 1.3% Ireland 6,927 -0.80% -0.8% -0.8% -0.4% 3.2% UK 7,548...
Annuity or Approved Retirment Fund (ARF) – Article 2 – Best of Both!
In our first article we started to explore the pros and cons of Annuities vs ARFs. We looked at the example of Mary who was weighing up the Annuity or ARF pension decision for her maturing pension fund. This week when looking at ARF or Annuity, we will delve into a...
