Inheritance Tax
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Section 72 Policies
No parent or relative wishes to see their children issued with a hefty Capital Acquisitions Tax (CAT) bill upon their death. The children will be forced to sell the property just to cover the inheritance bill in Ireland.
Section 73 Policy Savings Plan
A Section 73 Policy Savings Plan is a strategic savings plan designed for individuals who want to pass assets, such as property or cash, to loved ones
Small Gift Exemption
Godparents/uncles/aunts setting up savings plans for their godsons/ goddaughters/ nieces / nephews when they are born to accumulate an fund for their third-level/college education fees.
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