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. 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 Pension...
New Pension Rules for Company Directors are a GAME CHANGER for Business Owners.
New Pension Rules for Company Directors are a GAME CHANGER for Business Owners. Very favourable and attractive new Company Pension Rules were signed into law on 15th of December 2022 for PRSA’s. We have been liaising with industry representatives to verify the...
What is a Personal Retirement Bond (PRB)?
What is a Personal Retirement Bond (PRB)? If you have a Pension from previous employment and you are considering transferring that Pension away from your previous employers pension scheme, then a Personal Retirement Bond might be the solution for you. A personal...
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...
