What Happens to Stock Markets During Wars, Terrorism and Geopolitical Events?
What Happens to Stock Markets During Wars, Terrorism and Geopolitical Events? The recent invasion of Ukraine is a humanitarian tragedy and we will no doubt be trying to figure out what this means for the Ukrainian people, and all Europeans, over the next few months....
Can I Use my Pension From Previous Employment To Pay Off My Mortgage?
Can I Use my Pension From Previous Employment To Pay Off My Mortgage? This is a question we are regularly asked and for many people the answer might be Yes. Have a look at the case study outlined below to learn more. John is aged 51. His previous employer was a large...
How Can Business Owners Ensure €50,000 of Income Each Year in Retirement?
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...
Have You Got A Self-Administered Pension with Cash on Deposit?
Have You Got A Self-Administered Pension with Cash on Deposit? Most Business Owners with Self-Administered Pensions set them up originally to purchase property in their Pension. These Property based Pensions have done quite well over the past decade but are now facing...
How this Business Owner pays ZERO TAX on profits in his company
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...
How To Transfer Wealth To Your Children & Protect Their Inheritance & Gift Tax Thresholds
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...
27% Investment Growth in the last 12 months
27% Investment Growth in the last 12 months With Deposit Rates at all-time lows, and in some cases negative, many company owners are looking for alternative ways to invest their pension, business or personal cash. One such option is the Standard Life Global Smaller...
How This Business Owner Paid ZERO Income Tax on his Rental Income
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...
